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 | $44,169 | $73,933-40.3% | $96,683-54.3% | $75,163-41.2% |
| Participation rate | 79.2% | 66.4%+12.7pp | 74.3%+4.8pp | 67.2%+12.0pp |
| Annual return | 15.27% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,846 | $2,928-2.8% | $3,737-23.8% | $2,670+6.6% |
| Participant deferral / active EE | $1,884 | $3,659-48.5% | $4,878-61.4% | $4,125-54.3% |
| Admin fee / account holder | $6,833 | $5,216+31.0% | $6,730+1.5% | $5,651+20.9% |