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 | $47,398 | $96,557-50.9% | $80,975-41.5% | $273,961-82.7% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 9.39% | 15.14%-5.8pp | 17.10%-7.7pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,687 | $4,868-65.4% | $3,714-54.6% | $4,869-65.4% |
| Participant deferral / active EE | $8,092 | $6,598+22.6% | $5,696+42.1% | $5,287+53.1% |
| Admin fee / account holder | $6,351 | $7,492-15.2% | $5,516+15.2% | $10,132-37.3% |