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 | $47,234 | $96,484-51.0% | $75,886-37.8% | $152,861-69.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.3%+18.2pp | 82.4%+5.1pp |
| Annual return | 29.45% | 33.98%-4.5pp | 30.76%-1.3pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,881 | $3,309-43.2% | $2,500-24.8% | $4,762-60.5% |
| Participant deferral / active EE | $2,315 | $4,553-49.2% | $3,603-35.7% | $5,850-60.4% |
| Admin fee / account holder | $1,706 | $8,078-78.9% | $5,418-68.5% | $11,596-85.3% |