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 | $46,558 | $106,749-56.4% | $145,433-68.0% | $82,448-43.5% |
| Participation rate | 91.4% | 75.6%+15.8pp | 82.1%+9.3pp | 68.1%+23.4pp |
| Annual return | 27.65% | 27.59%+0.1pp | 66.58%-38.9pp | 41.64%-14.0pp |
| Employer contribution / active EE | $1,286 | $3,444-62.7% | $4,554-71.8% | $2,551-49.6% |
| Participant deferral / active EE | $4,711 | $6,519-27.7% | $7,897-40.3% | $4,139+13.8% |
| Admin fee / account holder | $6,807 | $8,390-18.9% | $13,129-48.2% | $7,234-5.9% |