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 | $58,724 | $67,606-13.1% | $82,313-28.7% | $70,131-16.3% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.1pp |
| Annual return | 15.92% | 21.57%-5.6pp | 25.88%-10.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,806 | $1,755+59.9% | $2,428+15.6% | $2,342+19.8% |
| Participant deferral / active EE | $1,944 | $2,987-34.9% | $3,706-47.6% | $3,332-41.7% |
| Admin fee / account holder | $12,635 | $4,512+180.0% | $5,608+125.3% | $4,645+172.0% |