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 | $43,428 | $25,014+73.6% | $69,647-37.6% | $80,856-46.3% |
| Participation rate | 89.4% | 64.2%+25.1pp | 66.5%+22.9pp | 67.6%+21.7pp |
| Annual return | 14.73% | 19.07%-4.3pp | 100.48%-85.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,052 | $993+106.7% | $1,712+19.9% | $2,755-25.5% |
| Participant deferral / active EE | $4,585 | $1,839+149.3% | $2,886+58.9% | $4,296+6.7% |
| Admin fee / account holder | $7,968 | $2,488+220.3% | $4,713+69.1% | $6,918+15.2% |