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 | $46,968 | $110,257-57.4% | $96,544-51.4% | $139,434-66.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 13.15% | 26.32%-13.2pp | 25.84%-12.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $6,108 | $3,620+68.8% | $2,965+106.0% | $4,751+28.6% |
| Participant deferral / active EE | $2,317 | $5,548-58.2% | $4,851-52.2% | $6,710-65.5% |
| Admin fee / account holder | $11,561 | $11,591-0.3% | $8,252+40.1% | $11,403+1.4% |