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 | $41,345 | $93,346-55.7% | $71,796-42.4% | $273,961-84.9% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 14.35% | 130.39%-116.0pp | 78.04%-63.7pp | 41.45%-27.1pp |
| Employer contribution / active EE | $1,263 | $2,733-53.8% | $1,924-34.4% | $4,869-74.1% |
| Participant deferral / active EE | $4,971 | $3,475+43.0% | $2,794+77.9% | $5,287-6.0% |
| Admin fee / account holder | $4,853 | $6,571-26.1% | $4,815+0.8% | $10,132-52.1% |