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 | $44,798 | $83,477-46.3% | $125,175-64.2% | $72,985-38.6% |
| Participation rate | 79.5% | 73.3%+6.2pp | 79.8%-0.3pp | 69.5%+10.0pp |
| Annual return | 17.64% | 25.78%-8.1pp | 43.79%-26.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,212 | $2,345-5.7% | $3,865-42.8% | $2,440-9.3% |
| Participant deferral / active EE | $3,432 | $3,585-4.3% | $4,937-30.5% | $3,607-4.9% |
| Admin fee / account holder | $9,402 | $5,517+70.4% | $9,702-3.1% | $5,124+83.5% |