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 | $47,339 | $81,248-41.7% | $155,509-69.6% | $80,856-41.5% |
| Participation rate | 85.1% | 66.2%+18.8pp | 78.2%+6.9pp | 67.6%+17.4pp |
| Annual return | 14.01% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,497 | $3,100-51.7% | $4,672-68.0% | $2,755-45.7% |
| Participant deferral / active EE | $5,448 | $3,452+57.8% | $5,626-3.2% | $4,296+26.8% |
| Admin fee / account holder | $2,829 | $7,997-64.6% | $15,912-82.2% | $6,918-59.1% |