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 | $56,768 | $81,248-30.1% | $155,509-63.5% | $80,856-29.8% |
| Participation rate | 78.7% | 66.2%+12.5pp | 78.2%+0.5pp | 67.6%+11.1pp |
| Annual return | 12.71% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,198 | $3,100-61.4% | $4,672-74.4% | $2,755-56.5% |
| Participant deferral / active EE | $4,980 | $3,452+44.3% | $5,626-11.5% | $4,296+15.9% |
| Admin fee / account holder | $5,431 | $7,997-32.1% | $15,912-65.9% | $6,918-21.5% |