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 | $45,219 | $106,749-57.6% | $145,433-68.9% | $82,448-45.2% |
| Participation rate | 78.4% | 75.6%+2.7pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 18.06% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,637 | $3,444-23.4% | $4,554-42.1% | $2,551+3.4% |
| Participant deferral / active EE | $4,442 | $6,519-31.9% | $7,897-43.7% | $4,139+7.3% |
| Admin fee / account holder | $544 | $8,390-93.5% | $13,129-95.9% | $7,234-92.5% |