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 | $45,455 | $109,881-58.6% | $150,045-69.7% | $84,808-46.4% |
| Participation rate | 73.5% | 76.1%-2.6pp | 82.3%-8.8pp | 68.3%+5.2pp |
| Annual return | 25.09% | 28.25%-3.2pp | 62.55%-37.5pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,788 | $3,561-49.8% | $4,693-61.9% | $2,631-32.0% |
| Participant deferral / active EE | $13,495 | $6,636+103.4% | $7,997+68.8% | $4,212+220.4% |
| Admin fee / account holder | $9,863 | $8,568+15.1% | $13,435-26.6% | $7,344+34.3% |