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 | $47,093 | $81,460-42.2% | $103,333-54.4% | $80,856-41.8% |
| Participation rate | 83.6% | 66.8%+16.7pp | 74.5%+9.1pp | 67.6%+15.9pp |
| Annual return | 11.93% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,153 | $3,105-30.7% | $3,868-44.3% | $2,755-21.9% |
| Participant deferral / active EE | $2,060 | $3,869-46.8% | $5,057-59.3% | $4,296-52.0% |
| Admin fee / account holder | $1,198 | $6,566-81.8% | $8,355-85.7% | $6,918-82.7% |