See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,501 | $81,248-37.8% | $155,509-67.5% | $80,856-37.5% |
| Participation rate | 72.6% | 66.2%+6.4pp | 78.2%-5.6pp | 67.6%+5.0pp |
| Annual return | 14.21% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,136 | $3,100-31.1% | $4,672-54.3% | $2,755-22.4% |
| Participant deferral / active EE | $3,665 | $3,452+6.2% | $5,626-34.9% | $4,296-14.7% |
| Admin fee / account holder | $2,194 | $7,997-72.6% | $15,912-86.2% | $6,918-68.3% |