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 7-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 | $46,859 | $58,264-19.6% | $86,612-45.9% | $71,457-34.4% |
| Participation rate | 90.4% | 65.0%+25.4pp | 71.7%+18.7pp | 67.9%+22.5pp |
| Annual return | 19.39% | 21.63%-2.2pp | 591.07%-571.7pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,877 | $2,574-27.1% | $3,022-37.9% | $2,588-27.5% |
| Participant deferral / active EE | $4,713 | $3,436+37.2% | $4,438+6.2% | $4,289+9.9% |
| Admin fee / account holder | $6,768 | $1,057+540.3% | $5,614+20.6% | $1,587+326.4% |