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 | $46,767 | $73,933-36.7% | $96,683-51.6% | $75,163-37.8% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 17.59% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,024 | $2,928-30.9% | $3,737-45.8% | $2,670-24.2% |
| Participant deferral / active EE | $6,940 | $3,659+89.7% | $4,878+42.3% | $4,125+68.2% |
| Admin fee / account holder | $4,233 | $5,216-18.9% | $6,730-37.1% | $5,651-25.1% |