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 | $40,835 | $57,990-29.6% | $76,190-46.4% | $80,856-49.5% |
| Participation rate | 74.7% | 73.7%+1.0pp | 79.3%-4.5pp | 67.6%+7.1pp |
| Annual return | 16.23% | 15.89%+0.3pp | 13.78%+2.4pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,070 | $3,565-70.0% | $4,578-76.6% | $2,755-61.2% |
| Participant deferral / active EE | $1,761 | $3,814-53.8% | $5,474-67.8% | $4,296-59.0% |
| Admin fee / account holder | $4,648 | $5,668-18.0% | $5,123-9.3% | $6,918-32.8% |