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 | $47,295 | $138,347-65.8% | $184,203-74.3% | $80,856-41.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 86.8%-15.4pp | 67.6%+3.8pp |
| Annual return | 20.49% | 20.02%+0.5pp | 28.81%-8.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,915 | $4,850-60.5% | $6,427-70.2% | $2,755-30.5% |
| Participant deferral / active EE | $5,353 | $7,071-24.3% | $9,131-41.4% | $4,296+24.6% |
| Admin fee / account holder | $7,961 | $10,483-24.1% | $13,901-42.7% | $6,918+15.1% |