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 | $47,802 | $109,413-56.3% | $156,263-69.4% | $84,808-43.6% |
| Participation rate | 73.0% | 72.7%+0.3pp | 78.9%-5.9pp | 68.3%+4.7pp |
| Annual return | 17.27% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,703 | $2,907-7.0% | $4,333-37.6% | $2,631+2.7% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,301 | $9,357-54.0% | $14,255-69.8% | $7,344-41.4% |