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 | $45,065 | $95,803-53.0% | $113,168-60.2% | $84,808-46.9% |
| Participation rate | 82.4% | 72.9%+9.6pp | 76.6%+5.9pp | 68.3%+14.1pp |
| Annual return | 16.06% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,253 | $2,360-46.9% | $2,975-57.9% | $2,631-52.4% |
| Participant deferral / active EE | $2,993 | $4,242-29.4% | $5,107-41.4% | $4,212-28.9% |
| Admin fee / account holder | $28,278 | $8,989+214.6% | $12,068+134.3% | $7,344+285.1% |