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 | $41,560 | $76,552-45.7% | $123,892-66.5% | $62,891-33.9% |
| Participation rate | 91.5% | 73.0%+18.6pp | 81.4%+10.1pp | 69.3%+22.2pp |
| Annual return | 10.89% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.3pp |
| Employer contribution / active EE | $5,140 | $2,883+78.3% | $4,617+11.3% | $2,281+125.4% |
| Participant deferral / active EE | $9,790 | $4,840+102.3% | $5,984+63.6% | $3,203+205.6% |
| Admin fee / account holder | $865 | $4,826-82.1% | $8,357-89.7% | $4,296-79.9% |