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 | $45,310 | $86,929-47.9% | $102,423-55.8% | $80,856-44.0% |
| Participation rate | 95.0% | 72.4%+22.6pp | 76.5%+18.5pp | 67.6%+27.4pp |
| Annual return | 10.46% | 18.88%-8.4pp | 29.32%-18.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,151 | $2,369-9.2% | $3,023-28.8% | $2,755-21.9% |
| Participant deferral / active EE | $2,408 | $4,118-41.5% | $5,053-52.3% | $4,296-43.9% |
| Admin fee / account holder | $6,301 | $8,049-21.7% | $9,451-33.3% | $6,918-8.9% |