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 | $40,355 | $57,016-29.2% | $84,966-52.5% | $80,856-50.1% |
| Participation rate | 88.7% | 56.3%+32.4pp | 67.5%+21.2pp | 67.6%+21.1pp |
| Annual return | 15.94% | 21.66%-5.7pp | 66.38%-50.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,903 | $1,798+5.8% | $2,727-30.2% | $2,755-30.9% |
| Participant deferral / active EE | $6,002 | $3,110+93.0% | $4,519+32.8% | $4,296+39.7% |
| Admin fee / account holder | $5,659 | $4,980+13.6% | $6,149-8.0% | $6,918-18.2% |