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 | $48,122 | $64,480-25.4% | $81,382-40.9% | $80,856-40.5% |
| Participation rate | 87.8% | 63.9%+23.9pp | 69.5%+18.3pp | 67.6%+20.1pp |
| Annual return | 11.77% | 16.34%-4.6pp | 24.73%-13.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,970 | $1,978+50.1% | $2,463+20.6% | $2,755+7.8% |
| Participant deferral / active EE | $4,001 | $3,094+29.3% | $3,883+3.0% | $4,296-6.9% |
| Admin fee / account holder | $1,955 | $5,671-65.5% | $5,768-66.1% | $6,918-71.7% |