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 | $49,462 | $89,698-44.9% | $103,476-52.2% | $80,856-38.8% |
| Participation rate | 78.8% | 76.0%+2.8pp | 80.5%-1.7pp | 67.6%+11.1pp |
| Annual return | 11.80% | 22.78%-11.0pp | 23.90%-12.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,756 | $4,018-31.4% | $4,672-41.0% | $2,7550% |
| Participant deferral / active EE | $3,501 | $5,456-35.8% | $6,623-47.1% | $4,296-18.5% |
| Admin fee / account holder | $9,808 | $6,768+44.9% | $9,413+4.2% | $6,918+41.8% |