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 | $47,077 | $76,050-38.1% | $96,544-51.2% | $71,457-34.1% |
| Participation rate | 70.1% | 74.4%-4.3pp | 76.0%-5.9pp | 67.9%+2.2pp |
| Annual return | 15.66% | 22.81%-7.1pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,311 | $2,244-41.6% | $2,965-55.8% | $2,588-49.4% |
| Participant deferral / active EE | $2,433 | $4,215-42.3% | $4,851-49.8% | $4,289-43.3% |
| Admin fee / account holder | $5,116 | $2,707+89.0% | $8,252-38.0% | $1,587+222.3% |