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 | $46,673 | $86,929-46.3% | $102,423-54.4% | $80,856-42.3% |
| Participation rate | 71.2% | 72.4%-1.2pp | 76.5%-5.3pp | 67.6%+3.5pp |
| Annual return | 12.14% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,516 | $2,369-36.0% | $3,023-49.9% | $2,755-45.0% |
| Participant deferral / active EE | $3,385 | $4,118-17.8% | $5,053-33.0% | $4,296-21.2% |
| Admin fee / account holder | $8,711 | $8,049+8.2% | $9,451-7.8% | $6,918+25.9% |