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 | $48,656 | $70,002-30.5% | $115,037-57.7% | $52,331-7.0% |
| Participation rate | 72.9% | 72.1%+0.8pp | 81.4%-8.5pp | 68.1%+4.8pp |
| Annual return | 9.23% | 4.04%+5.2pp | 26.14%-16.9pp | 4.54%+4.7pp |
| Employer contribution / active EE | $2,933 | $2,715+8.0% | $4,608-36.4% | $1,882+55.9% |
| Participant deferral / active EE | $8,799 | $4,920+78.8% | $6,026+46.0% | $3,022+191.1% |
| Admin fee / account holder | $5,210 | $566+820.5% | $8,175-36.3% | $592+780.7% |