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 | $43,545 | $138,385-68.5% | $184,200-76.4% | $80,874-46.2% |
| Participation rate | 91.4% | 83.9%+7.6pp | 86.8%+4.6pp | 67.6%+23.8pp |
| Annual return | 14.08% | 20.02%-5.9pp | 28.80%-14.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $4,080 | $4,849-15.9% | $6,424-36.5% | $2,756+48.1% |
| Participant deferral / active EE | $4,773 | $7,073-32.5% | $9,132-47.7% | $4,297+11.1% |
| Admin fee / account holder | $20,115 | $10,483+91.9% | $13,907+44.6% | $6,935+190.0% |