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 | $48,136 | $76,367-37.0% | $93,606-48.6% | $72,985-34.0% |
| Participation rate | 77.8% | 71.7%+6.0pp | 75.8%+1.9pp | 69.5%+8.3pp |
| Annual return | 22.26% | 25.82%-3.6pp | 32.76%-10.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,827 | $2,275-19.7% | $2,718-32.8% | $2,440-25.1% |
| Participant deferral / active EE | $2,702 | $3,538-23.6% | $4,069-33.6% | $3,607-25.1% |
| Admin fee / account holder | $1,894 | $6,838-72.3% | $7,888-76.0% | $5,124-63.0% |