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 | $46,363 | $81,248-42.9% | $155,509-70.2% | $80,856-42.7% |
| Participation rate | 85.3% | 66.2%+19.1pp | 78.2%+7.1pp | 67.6%+17.7pp |
| Annual return | 11.01% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,789 | $3,100+54.5% | $4,672+2.5% | $2,755+73.8% |
| Participant deferral / active EE | $5,234 | $3,452+51.6% | $5,626-7.0% | $4,296+21.8% |
| Admin fee / account holder | $579 | $7,997-92.8% | $15,912-96.4% | $6,918-91.6% |