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 | $48,641 | $81,446-40.3% | $103,374-52.9% | $80,874-39.9% |
| Participation rate | 72.1% | 66.9%+5.2pp | 74.5%-2.5pp | 67.6%+4.4pp |
| Annual return | 18.89% | 25.57%-6.7pp | 24.89%-6.0pp | 35.62%-16.7pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,455 | $3,870+15.1% | $5,058-11.9% | $4,297+3.7% |
| Admin fee / account holder | $2,682 | $6,715-60.1% | $8,394-68.0% | $6,935-61.3% |