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 | $48,111 | $86,929-44.7% | $102,423-53.0% | $80,856-40.5% |
| Participation rate | 98.6% | 72.4%+26.2pp | 76.5%+22.1pp | 67.6%+31.0pp |
| Annual return | 11.86% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,839 | $2,369+104.2% | $3,023+60.1% | $2,755+75.7% |
| Participant deferral / active EE | $6,346 | $4,118+54.1% | $5,053+25.6% | $4,296+47.7% |
| Admin fee / account holder | $3,200 | $8,049-60.2% | $9,451-66.1% | $6,918-53.7% |