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 | $53,673 | $81,233-33.9% | $155,567-65.5% | $80,874-33.6% |
| Participation rate | 81.5% | 66.2%+15.2pp | 78.2%+3.3pp | 67.6%+13.8pp |
| Annual return | 27.01% | 33.33%-6.3pp | 64.74%-37.7pp | 35.62%-8.6pp |
| Employer contribution / active EE | $1,337 | $3,101-56.9% | $4,674-71.4% | $2,756-51.5% |
| Participant deferral / active EE | $2,137 | $3,452-38.1% | $5,628-62.0% | $4,297-50.3% |
| Admin fee / account holder | $2,985 | $7,998-62.7% | $15,916-81.2% | $6,935-57.0% |