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 | $55,387 | $86,929-36.3% | $102,423-45.9% | $80,856-31.5% |
| Participation rate | 73.5% | 72.4%+1.2pp | 76.5%-3.0pp | 67.6%+5.9pp |
| Annual return | 11.99% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,333 | $4,118-43.3% | $5,053-53.8% | $4,296-45.7% |
| Admin fee / account holder | $8,105 | $8,049+0.7% | $9,451-14.2% | $6,918+17.2% |