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 | $47,040 | $72,492-35.1% | $87,100-46.0% | $72,985-35.5% |
| Participation rate | 82.4% | 72.8%+9.5pp | 76.9%+5.5pp | 69.5%+12.9pp |
| Annual return | 16.64% | 24.46%-7.8pp | 28.19%-11.5pp | 81.00%-64.4pp |
| Employer contribution / active EE | $718 | $1,894-62.1% | $2,521-71.5% | $2,440-70.6% |
| Participant deferral / active EE | $3,877 | $3,270+18.6% | $4,049-4.2% | $3,607+7.5% |
| Admin fee / account holder | $19,318 | $5,055+282.2% | $7,497+157.7% | $5,124+277.0% |