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 | $46,427 | $123,793-62.5% | $177,821-73.9% | $79,858-41.9% |
| Participation rate | 82.2% | 84.7%-2.4pp | 87.7%-5.5pp | 69.6%+12.6pp |
| Annual return | 16.85% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,812 | $5,956-36.0% | $7,714-50.6% | $3,740+1.9% |
| Admin fee / account holder | $964 | $7,243-86.7% | $12,427-92.2% | $5,306-81.8% |