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 | $49,448 | $56,897-13.1% | $84,750-41.7% | $62,891-21.4% |
| Participation rate | 78.9% | 68.5%+10.4pp | 76.6%+2.4pp | 69.3%+9.6pp |
| Annual return | 5.86% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,816 | $2,400-24.3% | $3,574-49.2% | $2,281-20.4% |
| Participant deferral / active EE | $1,580 | $2,709-41.7% | $3,712-57.4% | $3,203-50.7% |
| Admin fee / account holder | $3,359 | $3,581-6.2% | $5,332-37.0% | $4,296-21.8% |