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 | $43,150 | $105,859-59.2% | $90,160-52.1% | $147,584-70.8% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 12.20% | 37.63%-25.4pp | 34.88%-22.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $3,268 | $4,126-20.8% | $3,318-1.5% | $4,876-33.0% |
| Participant deferral / active EE | $2,816 | $5,733-50.9% | $5,288-46.7% | $5,439-48.2% |
| Admin fee / account holder | $9,492 | $8,046+18.0% | $5,943+59.7% | $10,885-12.8% |