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 | $45,906 | $86,929-47.2% | $102,423-55.2% | $80,856-43.2% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 18.54% | 18.88%-0.3pp | 29.32%-10.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,275 | $2,369-46.2% | $3,023-57.8% | $2,755-53.7% |
| Participant deferral / active EE | $3,968 | $4,118-3.7% | $5,053-21.5% | $4,296-7.6% |
| Admin fee / account holder | $814 | $8,049-89.9% | $9,451-91.4% | $6,918-88.2% |