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 | $50,035 | $86,891-42.4% | $142,449-64.9% | $75,163-33.4% |
| Participation rate | 72.7% | 68.5%+4.2pp | 76.8%-4.1pp | 67.2%+5.5pp |
| Annual return | 18.34% | 23.31%-5.0pp | 19.99%-1.6pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,910 | $3,355-43.1% | $4,847-60.6% | $2,670-28.5% |
| Participant deferral / active EE | $4,367 | $4,938-11.6% | $6,283-30.5% | $4,125+5.9% |
| Admin fee / account holder | $2,552 | $7,299-65.0% | $10,011-74.5% | $5,651-54.8% |