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 | $44,804 | $74,888-40.2% | $71,209-37.1% | $142,382-68.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 14.46% | 345.14%-330.7pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $840 | $2,854-70.6% | $2,721-69.1% | $4,299-80.5% |
| Participant deferral / active EE | $2,698 | $4,454-39.4% | $4,175-35.4% | $6,507-58.5% |
| Admin fee / account holder | $3,439 | $5,568-38.2% | $5,349-35.7% | $12,624-72.8% |