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 | $43,093 | $176,812-75.6% | $146,665-70.6% | $167,490-74.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 11.94% | 24.03%-12.1pp | 22.74%-10.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,828 | $5,160-6.4% | $4,136+16.7% | $4,837-0.2% |
| Participant deferral / active EE | $7,903 | $6,440+22.7% | $5,506+43.5% | $6,341+24.6% |
| Admin fee / account holder | $163,160 | $13,259+1130.5% | $10,280+1487.2% | $12,309+1225.5% |