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 | $43,771 | $109,881-60.2% | $150,045-70.8% | $84,808-48.4% |
| Participation rate | 79.3% | 76.1%+3.2pp | 82.3%-3.0pp | 68.3%+11.0pp |
| Annual return | 21.19% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,363 | $3,561-33.6% | $4,693-49.7% | $2,631-10.2% |
| Participant deferral / active EE | $4,803 | $6,636-27.6% | $7,997-39.9% | $4,212+14.0% |
| Admin fee / account holder | $3,850 | $8,568-55.1% | $13,435-71.3% | $7,344-47.6% |