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 | $51,649 | $95,803-46.1% | $113,168-54.4% | $84,808-39.1% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 14.69% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,354 | $2,360-42.6% | $2,975-54.5% | $2,631-48.5% |
| Participant deferral / active EE | $2,975 | $4,242-29.9% | $5,107-41.7% | $4,212-29.4% |
| Admin fee / account holder | $2,364 | $8,989-73.7% | $12,068-80.4% | $7,344-67.8% |