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 | $41,023 | $96,484-57.5% | $75,886-45.9% | $152,861-73.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | 19.66% | 33.98%-14.3pp | 30.76%-11.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,101 | $3,309-36.5% | $2,500-16.0% | $4,762-55.9% |
| Participant deferral / active EE | $3,583 | $4,553-21.3% | $3,603-0.6% | $5,850-38.8% |
| Admin fee / account holder | $4,563 | $8,078-43.5% | $5,418-15.8% | $11,596-60.7% |