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 | $47,641 | $67,606-29.5% | $82,313-42.1% | $70,131-32.1% |
| Participation rate | 80.4% | 72.8%+7.6pp | 76.9%+3.5pp | 69.5%+10.9pp |
| Annual return | 17.03% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,183 | $1,755-32.6% | $2,428-51.3% | $2,342-49.5% |
| Participant deferral / active EE | $1,682 | $2,987-43.7% | $3,706-54.6% | $3,332-49.5% |
| Admin fee / account holder | $1,565 | $4,512-65.3% | $5,608-72.1% | $4,645-66.3% |