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 | $42,877 | $80,717-46.9% | $154,803-72.3% | $84,808-49.4% |
| Participation rate | 90.6% | 66.8%+23.8pp | 78.1%+12.6pp | 68.3%+22.3pp |
| Annual return | 13.49% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,423 | $2,761-48.5% | $4,305-66.9% | $2,631-45.9% |
| Participant deferral / active EE | $4,280 | $3,303+29.6% | $5,540-22.8% | $4,212+1.6% |
| Admin fee / account holder | $2,935 | $6,746-56.5% | $14,329-79.5% | $7,344-60.0% |