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 | $44,332 | $89,355-50.4% | $141,162-68.6% | $72,985-39.3% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.5%+1.4pp | 69.5%+14.3pp |
| Annual return | 25.30% | 111.85%-86.5pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $4,302 | $3,114+38.1% | $4,735-9.2% | $2,440+76.3% |
| Participant deferral / active EE | $8,517 | $5,418+57.2% | $6,709+27.0% | $3,607+136.1% |
| Admin fee / account holder | $4,325 | $5,958-27.4% | $10,261-57.9% | $5,124-15.6% |