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 | $46,519 | $86,929-46.5% | $102,423-54.6% | $80,856-42.5% |
| Participation rate | 71.7% | 72.4%-0.6pp | 76.5%-4.8pp | 67.6%+4.1pp |
| Annual return | 10.95% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,090 | $2,369-54.0% | $3,023-63.9% | $2,755-60.4% |
| Participant deferral / active EE | $2,544 | $4,118-38.2% | $5,053-49.7% | $4,296-40.8% |
| Admin fee / account holder | $2,378 | $8,049-70.5% | $9,451-74.8% | $6,918-65.6% |