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 | $54,769 | $93,071-41.2% | $74,583-26.6% | $273,961-80.0% |
| Participation rate | 77.8% | 74.9%+2.8pp | 68.1%+9.7pp | 83.0%-5.2pp |
| Annual return | 2.73% | 26.18%-23.5pp | 20.47%-17.7pp | 41.45%-38.7pp |
| Employer contribution / active EE | $5,556 | $3,160+75.8% | $2,525+120.0% | $4,869+14.1% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,171 | $5,272-77.8% | $4,138-71.7% | $10,132-88.4% |