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 | $46,429 | $90,503-48.7% | $78,689-41.0% | $273,961-83.1% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 14.30% | 75.60%-61.3pp | 62.18%-47.9pp | 41.45%-27.2pp |
| Employer contribution / active EE | $4,076 | $3,176+28.4% | $2,851+43.0% | $4,869-16.3% |
| Participant deferral / active EE | $8,290 | $3,901+112.5% | $3,517+135.7% | $5,287+56.8% |
| Admin fee / account holder | $610 | $5,263-88.4% | $4,510-86.5% | $10,132-94.0% |