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 | $41,881 | $54,762-23.5% | $90,281-53.6% | $72,985-42.6% |
| Participation rate | 85.2% | 65.1%+20.0pp | 73.3%+11.9pp | 69.5%+15.7pp |
| Annual return | 19.92% | 30.63%-10.7pp | 78.10%-58.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,979 | $2,092-5.4% | $2,854-30.7% | $2,440-18.9% |
| Participant deferral / active EE | $6,409 | $2,887+122.0% | $3,885+65.0% | $3,607+77.7% |
| Admin fee / account holder | $901 | $3,972-77.3% | $5,351-83.2% | $5,124-82.4% |