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 | $42,799 | $86,929-50.8% | $102,423-58.2% | $80,856-47.1% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.6%+24.8pp |
| Annual return | 12.10% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,670 | $2,369+12.7% | $3,023-11.7% | $2,755-3.1% |
| Participant deferral / active EE | $4,741 | $4,118+15.1% | $5,053-6.2% | $4,296+10.4% |
| Admin fee / account holder | $5,500 | $8,049-31.7% | $9,451-41.8% | $6,918-20.5% |