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 | $46,800 | $81,248-42.4% | $155,509-69.9% | $80,856-42.1% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 11.39% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $9,043 | $3,100+191.7% | $4,672+93.5% | $2,755+228.3% |
| Participant deferral / active EE | $6,215 | $3,452+80.1% | $5,626+10.5% | $4,296+44.7% |
| Admin fee / account holder | $6,948 | $7,997-13.1% | $15,912-56.3% | $6,918+0.4% |