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 | $48,119 | $80,717-40.4% | $154,803-68.9% | $84,808-43.3% |
| Participation rate | 72.7% | 66.8%+5.9pp | 78.1%-5.3pp | 68.3%+4.4pp |
| Annual return | 17.70% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,222 | $2,761-55.7% | $4,305-71.6% | $2,631-53.5% |
| Participant deferral / active EE | $3,475 | $3,303+5.2% | $5,540-37.3% | $4,212-17.5% |
| Admin fee / account holder | $12,250 | $6,746+81.6% | $14,329-14.5% | $7,344+66.8% |