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 9-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 | $48,788 | $86,929-43.9% | $102,423-52.4% | $80,856-39.7% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 10.44% | 18.88%-8.4pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,343 | $2,369-1.1% | $3,023-22.5% | $2,755-15.0% |
| Participant deferral / active EE | $4,532 | $4,118+10.0% | $5,053-10.3% | $4,296+5.5% |
| Admin fee / account holder | $1,155 | $8,049-85.6% | $9,451-87.8% | $6,918-83.3% |