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 | $44,976 | $65,685-31.5% | $57,179-21.3% | $273,961-83.6% |
| Participation rate | 86.7% | 78.3%+8.3pp | 75.3%+11.3pp | 83.0%+3.7pp |
| Annual return | 9.09% | 21.99%-12.9pp | 14.59%-5.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $7,057 | $3,279+115.3% | $2,682+163.1% | $4,869+45.0% |
| Participant deferral / active EE | $4,699 | $3,782+24.3% | $3,096+51.8% | $5,287-11.1% |
| Admin fee / account holder | $9,111 | $4,835+88.5% | $3,139+190.3% | $10,132-10.1% |