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 | $43,041 | $95,266-54.8% | $82,389-47.8% | $142,382-69.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 20.83% | 25.74%-4.9pp | 28.67%-7.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,377 | $2,991-54.0% | $2,517-45.3% | $4,299-68.0% |
| Participant deferral / active EE | $4,838 | $4,809+0.6% | $4,155+16.5% | $6,507-25.6% |
| Admin fee / account holder | $459 | $8,563-94.6% | $7,231-93.6% | $12,624-96.4% |