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 | $42,184 | $48,076-12.3% | $78,689-46.4% | $62,891-32.9% |
| Participation rate | 92.6% | 65.2%+27.4pp | 73.6%+19.0pp | 69.3%+23.3pp |
| Annual return | 8.86% | 31.35%-22.5pp | 62.18%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,636 | $2,015+80.5% | $2,851+27.6% | $2,281+59.4% |
| Participant deferral / active EE | $2,576 | $2,588-0.5% | $3,517-26.8% | $3,203-19.6% |
| Admin fee / account holder | $6,201 | $3,207+93.3% | $4,510+37.5% | $4,296+44.4% |