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 | $49,282 | $124,425-60.4% | $112,040-56.0% | $137,256-64.1% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.5%+0.4pp | 80.0%-3.0pp |
| Annual return | 10.47% | 24.72%-14.2pp | 24.52%-14.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,191 | $3,411-35.8% | $2,954-25.8% | $4,156-47.3% |
| Participant deferral / active EE | $5,911 | $5,718+3.4% | $5,098+16.0% | $6,407-7.7% |
| Admin fee / account holder | $37,990 | $15,207+149.8% | $12,098+214.0% | $12,270+209.6% |