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 | $55,946 | $123,793-54.8% | $177,821-68.5% | $79,858-29.9% |
| Participation rate | 78.1% | 84.7%-6.5pp | 87.7%-9.6pp | 69.6%+8.5pp |
| Annual return | 20.52% | 22.82%-2.3pp | 48.32%-27.8pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,471 | $4,095-39.7% | $5,918-58.3% | $2,4710% |
| Participant deferral / active EE | $3,678 | $5,956-38.2% | $7,714-52.3% | $3,740-1.7% |
| Admin fee / account holder | $931 | $7,243-87.1% | $12,427-92.5% | $5,306-82.5% |