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 | $51,977 | $58,627-11.3% | $76,735-32.3% | $82,448-37.0% |
| Participation rate | 73.8% | 63.2%+10.6pp | 69.5%+4.3pp | 68.1%+5.8pp |
| Annual return | 14.66% | 39.10%-24.4pp | 29.77%-15.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,444 | $1,729-16.5% | $2,454-41.2% | $2,551-43.4% |
| Participant deferral / active EE | $3,153 | $3,134+0.6% | $4,088-22.9% | $4,139-23.8% |
| Admin fee / account holder | $6,875 | $5,323+29.2% | $7,189-4.4% | $7,234-5.0% |