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 | $59,941 | $76,552-21.7% | $123,892-51.6% | $62,891-4.7% |
| Participation rate | 72.7% | 73.0%-0.3pp | 81.4%-8.7pp | 69.3%+3.4pp |
| Annual return | 10.29% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,238 | $2,883-57.0% | $4,617-73.2% | $2,281-45.7% |
| Participant deferral / active EE | $3,277 | $4,840-32.3% | $5,984-45.2% | $3,203+2.3% |
| Admin fee / account holder | $3,036 | $4,826-37.1% | $8,357-63.7% | $4,296-29.3% |