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 | $50,405 | $76,367-34.0% | $93,606-46.2% | $72,985-30.9% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.8%+1.1pp | 69.5%+7.4pp |
| Annual return | 22.81% | 25.82%-3.0pp | 32.76%-10.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,321 | $2,275-42.0% | $2,718-51.4% | $2,440-45.9% |
| Participant deferral / active EE | $2,095 | $3,538-40.8% | $4,069-48.5% | $3,607-41.9% |
| Admin fee / account holder | $456 | $6,838-93.3% | $7,888-94.2% | $5,124-91.1% |