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 | $43,373 | $74,927-42.1% | $101,794-57.4% | $84,808-48.9% |
| Participation rate | 91.3% | 61.4%+29.9pp | 69.2%+22.1pp | 68.3%+23.0pp |
| Annual return | 13.91% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,035 | $1,522-32.0% | $2,289-54.8% | $2,631-60.7% |
| Participant deferral / active EE | $3,340 | $3,099+7.8% | $4,084-18.2% | $4,212-20.7% |
| Admin fee / account holder | $3,306 | $6,514-49.2% | $8,777-62.3% | $7,344-55.0% |