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 | $48,124 | $103,966-53.7% | $112,887-57.4% | $75,163-36.0% |
| Participation rate | 77.5% | 75.7%+1.8pp | 80.5%-3.0pp | 67.2%+10.3pp |
| Annual return | 16.46% | 24.54%-8.1pp | 34.10%-17.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $4,182 | $3,870+8.1% | $4,563-8.4% | $2,670+56.6% |
| Participant deferral / active EE | $3,813 | $5,456-30.1% | $6,513-41.4% | $4,125-7.6% |
| Admin fee / account holder | $6,806 | $7,663-11.2% | $7,047-3.4% | $5,651+20.4% |