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 | $48,039 | $80,968-40.7% | $96,544-50.2% | $75,163-36.1% |
| Participation rate | 83.3% | 71.8%+11.6pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 16.82% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,647 | $2,282-27.8% | $2,965-44.5% | $2,670-38.3% |
| Participant deferral / active EE | $2,649 | $3,928-32.6% | $4,851-45.4% | $4,125-35.8% |
| Admin fee / account holder | $2,895 | $6,724-56.9% | $8,252-64.9% | $5,651-48.8% |