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 | $42,197 | $99,341-57.5% | $84,750-50.2% | $273,961-84.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 4.79% | 22.93%-18.1pp | 22.78%-18.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,374 | $4,214-43.7% | $3,574-33.6% | $4,869-51.2% |
| Participant deferral / active EE | $5,121 | $4,269+20.0% | $3,712+38.0% | $5,287-3.1% |
| Admin fee / account holder | $633 | $6,644-90.5% | $5,332-88.1% | $10,132-93.8% |