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 | $57,921 | $138,347-58.1% | $184,203-68.6% | $80,856-28.4% |
| Participation rate | 85.1% | 83.9%+1.2pp | 86.8%-1.7pp | 67.6%+17.5pp |
| Annual return | 15.72% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,437 | $4,850-49.8% | $6,427-62.1% | $2,755-11.5% |
| Participant deferral / active EE | $6,174 | $7,071-12.7% | $9,131-32.4% | $4,296+43.7% |
| Admin fee / account holder | $1,520 | $10,483-85.5% | $13,901-89.1% | $6,918-78.0% |