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 | $46,702 | $100,773-53.7% | $88,946-47.5% | $142,382-67.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 12.13% | 70.18%-58.0pp | 57.82%-45.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,502 | $2,918-48.5% | $2,555-41.2% | $4,299-65.1% |
| Participant deferral / active EE | $3,875 | $5,230-25.9% | $4,581-15.4% | $6,507-40.5% |
| Admin fee / account holder | $1,122 | $9,693-88.4% | $8,261-86.4% | $12,624-91.1% |