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 | $50,354 | $81,248-38.0% | $155,509-67.6% | $80,856-37.7% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.6%+22.7pp |
| Annual return | 14.89% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,719 | $3,100-44.5% | $4,672-63.2% | $2,755-37.6% |
| Participant deferral / active EE | $2,363 | $3,452-31.5% | $5,626-58.0% | $4,296-45.0% |
| Admin fee / account holder | $5,358 | $7,997-33.0% | $15,912-66.3% | $6,918-22.5% |