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 | $50,183 | $81,248-38.2% | $155,509-67.7% | $80,856-37.9% |
| Participation rate | 72.1% | 66.2%+5.9pp | 78.2%-6.1pp | 67.6%+4.5pp |
| Annual return | 12.31% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,940 | $3,100-37.4% | $4,672-58.5% | $2,755-29.6% |
| Participant deferral / active EE | $2,320 | $3,452-32.8% | $5,626-58.8% | $4,296-46.0% |
| Admin fee / account holder | $1,866 | $7,997-76.7% | $15,912-88.3% | $6,918-73.0% |