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 | $50,904 | $81,233-37.3% | $155,567-67.3% | $80,874-37.1% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 11.89% | 33.33%-21.4pp | 64.74%-52.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,757 | $3,101-43.3% | $4,674-62.4% | $2,756-36.3% |
| Participant deferral / active EE | $3,992 | $3,452+15.6% | $5,628-29.1% | $4,297-7.1% |
| Admin fee / account holder | $49,132 | $7,998+514.3% | $15,916+208.7% | $6,935+608.4% |