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 | $49,265 | $53,777-8.4% | $134,143-63.3% | $79,858-38.3% |
| Participation rate | 71.1% | 58.8%+12.3pp | 72.2%-1.1pp | 69.6%+1.4pp |
| Annual return | 16.97% | 19.01%-2.0pp | 36.33%-19.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,107 | $2,420+28.4% | $3,499-11.2% | $3,740-16.9% |
| Admin fee / account holder | $980 | $3,984-75.4% | $6,684-85.3% | $5,306-81.5% |