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 | $56,528 | $93,346-39.4% | $71,796-21.3% | $273,961-79.4% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 6.28% | 130.39%-124.1pp | 78.04%-71.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,925 | $2,733-29.6% | $1,924+0.1% | $4,869-60.5% |
| Participant deferral / active EE | $4,320 | $3,475+24.3% | $2,794+54.6% | $5,287-18.3% |
| Admin fee / account holder | $1,095 | $6,571-83.3% | $4,815-77.3% | $10,132-89.2% |