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 | $48,848 | $86,929-43.8% | $102,423-52.3% | $80,856-39.6% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.6pp |
| Annual return | 10.59% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,108 | $2,369-11.0% | $3,023-30.3% | $2,755-23.5% |
| Participant deferral / active EE | $4,190 | $4,118+1.7% | $5,053-17.1% | $4,296-2.5% |
| Admin fee / account holder | $7,331 | $8,049-8.9% | $9,451-22.4% | $6,918+6.0% |