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 | $50,281 | $48,076+4.6% | $78,689-36.1% | $62,891-20.1% |
| Participation rate | 92.0% | 65.2%+26.8pp | 73.6%+18.4pp | 69.3%+22.7pp |
| Annual return | 7.85% | 31.35%-23.5pp | 62.18%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,716 | $2,015-14.8% | $2,851-39.8% | $2,281-24.8% |
| Participant deferral / active EE | $2,719 | $2,588+5.1% | $3,517-22.7% | $3,203-15.1% |
| Admin fee / account holder | $2,171 | $3,207-32.3% | $4,510-51.9% | $4,296-49.5% |