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 | $45,201 | $77,634-41.8% | $156,549-71.1% | $62,891-28.1% |
| Participation rate | 71.4% | 71.2%+0.2pp | 84.0%-12.6pp | 69.3%+2.1pp |
| Annual return | 6.24% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,831 | $3,444-46.8% | $5,501-66.7% | $2,281-19.7% |
| Participant deferral / active EE | $3,189 | $3,045+4.7% | $4,871-34.5% | $3,203-0.4% |
| Admin fee / account holder | $402 | $5,561-92.8% | $13,027-96.9% | $4,296-90.6% |