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 | $43,225 | $48,364-10.6% | $71,796-39.8% | $62,891-31.3% |
| Participation rate | 84.9% | 60.6%+24.3pp | 69.1%+15.8pp | 69.3%+15.6pp |
| Annual return | 9.17% | 13.16%-4.0pp | 78.04%-68.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,370 | $1,042+31.5% | $1,924-28.8% | $2,281-39.9% |
| Participant deferral / active EE | $2,872 | $2,091+37.3% | $2,794+2.8% | $3,203-10.3% |
| Admin fee / account holder | $2,264 | $3,771-40.0% | $4,815-53.0% | $4,296-47.3% |