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 | $138,347-68.5% | $184,203-76.4% | $80,856-46.1% |
| Participation rate | 91.4% | 83.9%+7.6pp | 86.8%+4.6pp | 67.6%+23.8pp |
| Annual return | 14.08% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,080 | $4,850-15.9% | $6,427-36.5% | $2,755+48.1% |
| Participant deferral / active EE | $4,773 | $7,071-32.5% | $9,131-47.7% | $4,296+11.1% |
| Admin fee / account holder | $20,115 | $10,483+91.9% | $13,901+44.7% | $6,918+190.8% |