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 | $44,988 | $110,261-59.2% | $95,745-53.0% | $139,434-67.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 72.3%+5.5pp | 80.3%-2.5pp |
| Annual return | 8.55% | 27.11%-18.6pp | 28.35%-19.8pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,121 | $3,257-65.6% | $2,835-60.5% | $4,751-76.4% |
| Participant deferral / active EE | $4,271 | $4,676-8.7% | $4,245+0.6% | $6,710-36.4% |
| Admin fee / account holder | $30,182 | $6,613+356.4% | $5,678+431.6% | $11,403+164.7% |