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 | $44,710 | $72,277-38.1% | $101,248-55.8% | $79,858-44.0% |
| Participation rate | 70.1% | 68.5%+1.6pp | 75.8%-5.7pp | 69.6%+0.5pp |
| Annual return | 20.18% | 22.30%-2.1pp | 46.47%-26.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,667 | $2,692-38.1% | $3,660-54.4% | $2,471-32.5% |
| Participant deferral / active EE | $3,418 | $3,282+4.1% | $4,370-21.8% | $3,740-8.6% |
| Admin fee / account holder | $998 | $4,400-77.3% | $5,945-83.2% | $5,306-81.2% |