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 | $48,599 | $123,793-60.7% | $177,821-72.7% | $79,858-39.1% |
| Participation rate | 74.5% | 84.7%-10.1pp | 87.7%-13.2pp | 69.6%+4.9pp |
| Annual return | 20.93% | 22.82%-1.9pp | 48.32%-27.4pp | 31.71%-10.8pp |
| Employer contribution / active EE | $1,982 | $4,095-51.6% | $5,918-66.5% | $2,471-19.8% |
| Participant deferral / active EE | $4,415 | $5,956-25.9% | $7,714-42.8% | $3,740+18.1% |
| Admin fee / account holder | $3,146 | $7,243-56.6% | $12,427-74.7% | $5,306-40.7% |