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 | $47,913 | $69,207-30.8% | $64,056-25.2% | $139,434-65.6% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 15.60% | 45.88%-30.3pp | 33.69%-18.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $4,551 | $3,182+43.0% | $2,747+65.7% | $4,751-4.2% |
| Participant deferral / active EE | $3,465 | $4,682-26.0% | $3,880-10.7% | $6,710-48.4% |
| Admin fee / account holder | $1,056 | $4,244-75.1% | $3,068-65.6% | $11,403-90.7% |