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 | $48,366 | $181,894-73.4% | $156,549-69.1% | $273,961-82.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 9.44% | 30.74%-21.3pp | 32.23%-22.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,689 | $6,248-73.0% | $5,501-69.3% | $4,869-65.3% |
| Participant deferral / active EE | $5,821 | $5,550+4.9% | $4,871+19.5% | $5,287+10.1% |
| Admin fee / account holder | $430 | $15,559-97.2% | $13,027-96.7% | $10,132-95.8% |