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 | $43,656 | $87,013-49.8% | $106,213-58.9% | $80,856-46.0% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.3%+16.7pp | 67.6%+24.4pp |
| Annual return | 10.41% | 17.05%-6.6pp | 116.14%-105.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,083 | $2,395-13.0% | $3,171-34.3% | $2,755-24.4% |
| Participant deferral / active EE | $2,472 | $3,986-38.0% | $5,016-50.7% | $4,296-42.5% |
| Admin fee / account holder | $13,629 | $8,431+61.6% | $11,033+23.5% | $6,918+97.0% |