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 | $50,343 | $89,355-43.7% | $141,162-64.3% | $72,985-31.0% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.0pp | 69.5%+22.0pp |
| Annual return | 28.40% | 111.85%-83.5pp | 71.39%-43.0pp | 81.00%-52.6pp |
| Employer contribution / active EE | $2,128 | $3,114-31.7% | $4,735-55.1% | $2,440-12.8% |
| Participant deferral / active EE | $4,361 | $5,418-19.5% | $6,709-35.0% | $3,607+20.9% |
| Admin fee / account holder | $2,057 | $5,958-65.5% | $10,261-80.0% | $5,124-59.9% |