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 | $44,256 | $86,286-48.7% | $111,297-60.2% | $85,850-48.4% |
| Participation rate | 75.4% | 73.3%+2.1pp | 77.3%-1.9pp | 69.3%+6.1pp |
| Annual return | 11.22% | 19.99%-8.8pp | 54.65%-43.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,369 | $2,043-33.0% | $2,731-49.9% | $2,565-46.6% |
| Participant deferral / active EE | $3,120 | $3,641-14.3% | $4,487-30.5% | $3,952-21.0% |
| Admin fee / account holder | $8,994 | $8,188+9.8% | $7,964+12.9% | $6,260+43.7% |