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 | $57,022 | $77,634-26.5% | $156,549-63.6% | $62,891-9.3% |
| Participation rate | 72.4% | 71.2%+1.2pp | 84.0%-11.6pp | 69.3%+3.1pp |
| Annual return | 7.56% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,456 | $3,444-57.7% | $5,501-73.5% | $2,281-36.2% |
| Participant deferral / active EE | $2,126 | $3,045-30.2% | $4,871-56.3% | $3,203-33.6% |
| Admin fee / account holder | $668 | $5,561-88.0% | $13,027-94.9% | $4,296-84.4% |