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 | $43,965 | $86,929-49.4% | $102,423-57.1% | $80,856-45.6% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.6%+18.5pp |
| Annual return | 26.89% | 18.88%+8.0pp | 29.32%-2.4pp | 35.59%-8.7pp |
| Employer contribution / active EE | $1,007 | $2,369-57.5% | $3,023-66.7% | $2,755-63.5% |
| Participant deferral / active EE | $3,331 | $4,118-19.1% | $5,053-34.1% | $4,296-22.5% |
| Admin fee / account holder | $3,625 | $8,049-55.0% | $9,451-61.6% | $6,918-47.6% |