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 | $44,399 | $84,233-47.3% | $170,442-74.0% | $70,131-36.7% |
| Participation rate | 92.7% | 70.8%+21.9pp | 83.6%+9.1pp | 69.5%+23.2pp |
| Annual return | 18.71% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,334 | $3,387-60.6% | $5,433-75.4% | $2,342-43.1% |
| Participant deferral / active EE | $4,051 | $3,086+31.3% | $4,939-18.0% | $3,332+21.6% |
| Admin fee / account holder | $3,089 | $5,698-45.8% | $13,880-77.7% | $4,645-33.5% |