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 | $45,931 | $87,013-47.2% | $106,213-56.8% | $80,856-43.2% |
| Participation rate | 91.7% | 70.4%+21.2pp | 75.3%+16.4pp | 67.6%+24.0pp |
| Annual return | 13.32% | 17.05%-3.7pp | 116.14%-102.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,859 | $2,395+19.4% | $3,171-9.9% | $2,755+3.8% |
| Participant deferral / active EE | $4,740 | $3,986+18.9% | $5,016-5.5% | $4,296+10.3% |
| Admin fee / account holder | $7,507 | $8,431-11.0% | $11,033-32.0% | $6,918+8.5% |