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 | $52,856 | $65,365-19.1% | $92,893-43.1% | $72,985-27.6% |
| Participation rate | 75.8% | 68.3%+7.4pp | 76.0%-0.2pp | 69.5%+6.3pp |
| Annual return | 26.30% | 42.10%-15.8pp | 109.41%-83.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,264 | $2,594-51.3% | $3,653-65.4% | $2,440-48.2% |
| Participant deferral / active EE | $2,830 | $3,128-9.5% | $4,236-33.2% | $3,607-21.5% |
| Admin fee / account holder | $2,101 | $4,251-50.6% | $5,794-63.7% | $5,124-59.0% |