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 | $49,848 | $76,552-34.9% | $123,892-59.8% | $62,891-20.7% |
| Participation rate | 73.3% | 73.0%+0.4pp | 81.4%-8.1pp | 69.3%+4.0pp |
| Annual return | 8.38% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $689 | $2,883-76.1% | $4,617-85.1% | $2,281-69.8% |
| Participant deferral / active EE | $2,238 | $4,840-53.8% | $5,984-62.6% | $3,203-30.1% |
| Admin fee / account holder | $1,283 | $4,826-73.4% | $8,357-84.6% | $4,296-70.1% |