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 | $43,626 | $81,248-46.3% | $155,509-71.9% | $80,856-46.0% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.1pp | 67.6%+30.6pp |
| Annual return | 12.57% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,441 | $3,100-21.3% | $4,672-47.8% | $2,755-11.4% |
| Participant deferral / active EE | $4,474 | $3,452+29.6% | $5,626-20.5% | $4,296+4.1% |
| Admin fee / account holder | $809 | $7,997-89.9% | $15,912-94.9% | $6,918-88.3% |