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 | $46,101 | $65,395-29.5% | $182,532-74.7% | $72,985-36.8% |
| Participation rate | 85.4% | 65.4%+19.9pp | 78.0%+7.4pp | 69.5%+15.9pp |
| Annual return | 21.58% | 27.68%-6.1pp | 148.54%-127.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,967 | $1,911+55.3% | $4,076-27.2% | $2,440+21.6% |
| Participant deferral / active EE | $5,373 | $3,563+50.8% | $5,524-2.7% | $3,607+48.9% |
| Admin fee / account holder | $1,934 | $4,245-54.4% | $8,592-77.5% | $5,124-62.3% |