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 | $48,241 | $48,046+0.4% | $84,611-43.0% | $72,985-33.9% |
| Participation rate | 81.5% | 57.6%+23.9pp | 68.2%+13.2pp | 69.5%+12.0pp |
| Annual return | 19.20% | 37.38%-18.2pp | 258.74%-239.5pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,907 | $1,602+19.1% | $2,652-28.1% | $2,440-21.8% |
| Participant deferral / active EE | $3,340 | $2,680+24.6% | $3,899-14.3% | $3,607-7.4% |
| Admin fee / account holder | $1,746 | $3,395-48.6% | $4,912-64.5% | $5,124-65.9% |