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 | $57,142 | $138,347-58.7% | $184,203-69.0% | $80,856-29.3% |
| Participation rate | 82.5% | 83.9%-1.4pp | 86.8%-4.3pp | 67.6%+14.9pp |
| Annual return | 13.21% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,884 | $4,850-19.9% | $6,427-39.6% | $2,755+41.0% |
| Participant deferral / active EE | $3,320 | $7,071-53.0% | $9,131-63.6% | $4,296-22.7% |
| Admin fee / account holder | $2,681 | $10,483-74.4% | $13,901-80.7% | $6,918-61.2% |