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 | $57,865 | $89,753-35.5% | $107,525-46.2% | $84,808-31.8% |
| Participation rate | 79.5% | 68.1%+11.5pp | 75.1%+4.5pp | 68.3%+11.2pp |
| Annual return | 15.84% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,387 | $3,113-23.3% | $3,754-36.4% | $2,631-9.3% |
| Participant deferral / active EE | $3,921 | $4,056-3.3% | $5,116-23.3% | $4,212-6.9% |
| Admin fee / account holder | $4,208 | $7,222-41.7% | $8,919-52.8% | $7,344-42.7% |