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 | $48,064 | $104,974-54.2% | $95,585-49.7% | $142,382-66.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 13.21% | 210.33%-197.1pp | 38.56%-25.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,954 | $2,779-29.7% | $2,527-22.6% | $4,299-54.5% |
| Participant deferral / active EE | $3,955 | $4,352-9.1% | $4,023-1.7% | $6,507-39.2% |
| Admin fee / account holder | $9,495 | $6,386+48.7% | $6,127+55.0% | $12,624-24.8% |