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 | $48,188 | $109,881-56.1% | $150,045-67.9% | $84,808-43.2% |
| Participation rate | 80.6% | 76.1%+4.6pp | 82.3%-1.7pp | 68.3%+12.3pp |
| Annual return | 19.64% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,396 | $3,561-32.7% | $4,693-49.0% | $2,631-8.9% |
| Participant deferral / active EE | $4,665 | $6,636-29.7% | $7,997-41.7% | $4,212+10.8% |
| Admin fee / account holder | $5,848 | $8,568-31.7% | $13,435-56.5% | $7,344-20.4% |