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 | $43,234 | $117,983-63.4% | $101,794-57.5% | $142,382-69.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 10.25% | 36.92%-26.7pp | 30.53%-20.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,939 | $2,773-30.1% | $2,289-15.3% | $4,299-54.9% |
| Participant deferral / active EE | $5,845 | $4,714+24.0% | $4,084+43.1% | $6,507-10.2% |
| Admin fee / account holder | $218,786 | $10,433+1997.0% | $8,777+2392.7% | $12,624+1633.1% |