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 | $45,724 | $95,453-52.1% | $112,040-59.2% | $82,448-44.5% |
| Participation rate | 73.0% | 72.8%+0.2pp | 76.5%-3.5pp | 68.1%+4.9pp |
| Annual return | 17.53% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $754 | $2,318-67.5% | $2,954-74.5% | $2,551-70.4% |
| Participant deferral / active EE | $2,882 | $4,224-31.8% | $5,098-43.5% | $4,139-30.4% |
| Admin fee / account holder | $3,304 | $9,013-63.3% | $12,098-72.7% | $7,234-54.3% |