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 | $43,310 | $87,013-50.2% | $106,213-59.2% | $80,856-46.4% |
| Participation rate | 89.7% | 70.4%+19.2pp | 75.3%+14.4pp | 67.6%+22.0pp |
| Annual return | 10.52% | 17.05%-6.5pp | 116.14%-105.6pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,977 | $2,395-17.5% | $3,171-37.7% | $2,755-28.2% |
| Participant deferral / active EE | $3,473 | $3,986-12.9% | $5,016-30.8% | $4,296-19.1% |
| Admin fee / account holder | $1,911 | $8,431-77.3% | $11,033-82.7% | $6,918-72.4% |