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 | $47,244 | $60,349-21.7% | $74,183-36.3% | $62,891-24.9% |
| Participation rate | 98.3% | 72.7%+25.6pp | 76.6%+21.7pp | 69.3%+29.0pp |
| Annual return | 7.60% | 21.37%-13.8pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,563 | $1,680+112.0% | $2,370+50.3% | $2,281+56.2% |
| Participant deferral / active EE | $3,342 | $2,856+17.0% | $3,550-5.9% | $3,203+4.3% |
| Admin fee / account holder | $878 | $4,261-79.4% | $5,586-84.3% | $4,296-79.6% |