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 | $47,373 | $86,929-45.5% | $102,423-53.7% | $80,856-41.4% |
| Participation rate | 74.7% | 72.4%+2.3pp | 76.5%-1.8pp | 67.6%+7.1pp |
| Annual return | 10.53% | 18.88%-8.3pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $977 | $2,369-58.8% | $3,023-67.7% | $2,755-64.5% |
| Participant deferral / active EE | $4,473 | $4,118+8.6% | $5,053-11.5% | $4,296+4.1% |
| Admin fee / account holder | $1,746 | $8,049-78.3% | $9,451-81.5% | $6,918-74.8% |