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 6-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 | $41,683 | $86,929-52.0% | $102,423-59.3% | $80,856-48.4% |
| Participation rate | 71.9% | 72.4%-0.4pp | 76.5%-4.6pp | 67.6%+4.3pp |
| Annual return | 10.80% | 18.88%-8.1pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,875 | $2,369-20.9% | $3,023-38.0% | $2,755-32.0% |
| Participant deferral / active EE | $3,646 | $4,118-11.5% | $5,053-27.8% | $4,296-15.1% |
| Admin fee / account holder | $1,146 | $8,049-85.8% | $9,451-87.9% | $6,918-83.4% |