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 | $43,006 | $58,851-26.9% | $115,157-62.7% | $72,985-41.1% |
| Participation rate | 94.4% | 65.5%+28.9pp | 75.9%+18.5pp | 69.5%+25.0pp |
| Annual return | 21.04% | 23.16%-2.1pp | 35.60%-14.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,196 | $2,643+20.9% | $4,168-23.3% | $3,607-11.4% |
| Admin fee / account holder | $7,999 | $6,370+25.6% | $7,088+12.8% | $5,124+56.1% |