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 | $46,600 | $86,929-46.4% | $102,423-54.5% | $80,856-42.4% |
| Participation rate | 75.3% | 72.4%+2.9pp | 76.5%-1.2pp | 67.6%+7.6pp |
| Annual return | 13.51% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,453 | $2,369-38.7% | $3,023-51.9% | $2,755-47.3% |
| Participant deferral / active EE | $2,876 | $4,118-30.2% | $5,053-43.1% | $4,296-33.0% |
| Admin fee / account holder | $4,874 | $8,049-39.4% | $9,451-48.4% | $6,918-29.5% |