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 | $49,546 | $95,803-48.3% | $113,168-56.2% | $84,808-41.6% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 14.99% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,571 | $2,360+51.3% | $2,975+20.0% | $2,631+35.7% |
| Participant deferral / active EE | $1,973 | $4,242-53.5% | $5,107-61.4% | $4,212-53.2% |
| Admin fee / account holder | $1,839 | $8,989-79.5% | $12,068-84.8% | $7,344-75.0% |