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 | $40,883 | $81,248-49.7% | $155,509-73.7% | $80,856-49.4% |
| Participation rate | 72.5% | 66.2%+6.2pp | 78.2%-5.7pp | 67.6%+4.8pp |
| Annual return | 15.00% | 33.31%-18.3pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,251 | $3,100-59.7% | $4,672-73.2% | $2,755-54.6% |
| Participant deferral / active EE | $1,677 | $3,452-51.4% | $5,626-70.2% | $4,296-61.0% |
| Admin fee / account holder | $752 | $7,997-90.6% | $15,912-95.3% | $6,918-89.1% |