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 | $61,282 | $74,927-18.2% | $101,794-39.8% | $84,808-27.7% |
| Participation rate | 71.0% | 61.4%+9.6pp | 69.2%+1.8pp | 68.3%+2.7pp |
| Annual return | 14.07% | 18.70%-4.6pp | 30.53%-16.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,513 | $1,522+65.1% | $2,289+9.8% | $2,631-4.5% |
| Participant deferral / active EE | $3,476 | $3,099+12.1% | $4,084-14.9% | $4,212-17.5% |
| Admin fee / account holder | $4,250 | $6,514-34.7% | $8,777-51.6% | $7,344-42.1% |