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 | $48,248 | $68,547-29.6% | $120,354-59.9% | $80,856-40.3% |
| Participation rate | 72.0% | 61.6%+10.4pp | 71.9%+0.1pp | 67.6%+4.4pp |
| Annual return | 10.99% | 23.60%-12.6pp | 107.15%-96.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,446 | $2,051-29.5% | $3,463-58.2% | $2,755-47.5% |
| Participant deferral / active EE | $1,778 | $3,173-44.0% | $4,991-64.4% | $4,296-58.6% |
| Admin fee / account holder | $1,247 | $5,732-78.2% | $9,423-86.8% | $6,918-82.0% |