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 | $45,418 | $65,365-30.5% | $92,893-51.1% | $72,985-37.8% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.3pp |
| Annual return | 24.14% | 42.10%-18.0pp | 109.41%-85.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,331 | $2,594-10.1% | $3,653-36.2% | $2,440-4.4% |
| Participant deferral / active EE | $3,539 | $3,128+13.1% | $4,236-16.5% | $3,607-1.9% |
| Admin fee / account holder | $1,497 | $4,251-64.8% | $5,794-74.2% | $5,124-70.8% |