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 | $42,328 | $87,841-51.8% | $133,980-68.4% | $62,891-32.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 87.1%-9.3pp | 69.3%+8.5pp |
| Annual return | 30.46% | 12.05%+18.4pp | 29.30%+1.2pp | 20.14%+10.3pp |
| Employer contribution / active EE | $2,100 | $3,483-39.7% | $5,211-59.7% | $2,281-7.9% |
| Participant deferral / active EE | $4,798 | $4,812-0.3% | $6,282-23.6% | $3,203+49.8% |
| Admin fee / account holder | $4,501 | $5,371-16.2% | $9,324-51.7% | $4,296+4.8% |