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 3-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 | $47,700 | $87,013-45.2% | $106,213-55.1% | $80,856-41.0% |
| Participation rate | 74.3% | 70.4%+3.8pp | 75.3%-1.0pp | 67.6%+6.6pp |
| Annual return | 15.11% | 17.05%-1.9pp | 116.14%-101.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,060 | $2,395-55.7% | $3,171-66.6% | $2,755-61.5% |
| Participant deferral / active EE | $4,724 | $3,986+18.5% | $5,016-5.8% | $4,296+10.0% |
| Admin fee / account holder | $3,055 | $8,431-63.8% | $11,033-72.3% | $6,918-55.8% |