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 | $48,287 | $85,766-43.7% | $136,294-64.6% | $70,131-31.1% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 15.14% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,893 | $2,966-36.2% | $4,695-59.7% | $2,342-19.2% |
| Participant deferral / active EE | $3,133 | $5,051-38.0% | $6,247-49.9% | $3,332-6.0% |
| Admin fee / account holder | $4,031 | $5,420-25.6% | $9,243-56.4% | $4,645-13.2% |