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 | $46,257 | $118,450-60.9% | $98,439-53.0% | $139,434-66.8% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 10.08% | 18.94%-8.9pp | 21.16%-11.1pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,902 | $3,609-47.3% | $3,048-37.6% | $4,751-60.0% |
| Participant deferral / active EE | $4,159 | $5,392-22.9% | $4,738-12.2% | $6,710-38.0% |
| Admin fee / account holder | $12,288 | $14,026-12.4% | $8,948+37.3% | $11,403+7.8% |