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 | $44,591 | $109,413-59.2% | $156,263-71.5% | $84,808-47.4% |
| Participation rate | 90.6% | 72.7%+17.9pp | 78.9%+11.7pp | 68.3%+22.3pp |
| Annual return | 13.82% | 20.18%-6.4pp | 59.47%-45.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,236 | $2,907-57.5% | $4,333-71.5% | $2,631-53.0% |
| Participant deferral / active EE | $2,694 | $4,590-41.3% | $6,158-56.3% | $4,212-36.0% |
| Admin fee / account holder | $1,089 | $9,357-88.4% | $14,255-92.4% | $7,344-85.2% |