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 | $43,120 | $107,452-59.9% | $91,541-52.9% | $142,382-69.7% |
| Participation rate | 87.0% | 75.1%+11.9pp | 69.8%+17.2pp | 80.1%+6.8pp |
| Annual return | 10.83% | 22.06%-11.2pp | 20.50%-9.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,275 | $2,994-24.0% | $2,505-9.1% | $4,299-47.1% |
| Participant deferral / active EE | $6,153 | $4,754+29.4% | $4,008+53.5% | $6,507-5.4% |
| Admin fee / account holder | $12,934 | $8,834+46.4% | $6,956+85.9% | $12,624+2.5% |