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 | $46,315 | $58,208-20.4% | $81,812-43.4% | $80,856-42.7% |
| Participation rate | 85.2% | 63.4%+21.8pp | 72.3%+12.8pp | 67.6%+17.5pp |
| Annual return | 12.62% | 41.66%-29.0pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,023 | $2,340+29.2% | $2,912+3.8% | $2,755+9.7% |
| Participant deferral / active EE | $3,312 | $3,281+1.0% | $4,319-23.3% | $4,296-22.9% |
| Admin fee / account holder | $3,939 | $4,981-20.9% | $7,386-46.7% | $6,918-43.1% |