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 | $46,153 | $78,705-41.4% | $117,854-60.8% | $70,131-34.2% |
| Participation rate | 77.1% | 73.2%+3.9pp | 79.7%-2.5pp | 69.5%+7.6pp |
| Annual return | 14.15% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,050 | $2,223-52.8% | $3,786-72.3% | $2,342-55.2% |
| Participant deferral / active EE | $2,453 | $3,297-25.6% | $4,482-45.3% | $3,332-26.4% |
| Admin fee / account holder | $5,284 | $5,065+4.3% | $8,020-34.1% | $4,645+13.8% |