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 | $42,779 | $86,929-50.8% | $102,423-58.2% | $80,856-47.1% |
| Participation rate | 86.5% | 72.4%+14.1pp | 76.5%+10.0pp | 67.6%+18.8pp |
| Annual return | 12.32% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,912 | $2,369-19.3% | $3,023-36.8% | $2,755-30.6% |
| Participant deferral / active EE | $2,601 | $4,118-36.8% | $5,053-48.5% | $4,296-39.4% |
| Admin fee / account holder | $1,024 | $8,049-87.3% | $9,451-89.2% | $6,918-85.2% |