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 | $41,449 | $65,395-36.6% | $182,532-77.3% | $72,985-43.2% |
| Participation rate | 76.9% | 65.4%+11.5pp | 78.0%-1.1pp | 69.5%+7.4pp |
| Annual return | 21.73% | 27.68%-6.0pp | 148.54%-126.8pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,660 | $1,911-13.2% | $4,076-59.3% | $2,440-32.0% |
| Participant deferral / active EE | $4,324 | $3,563+21.4% | $5,524-21.7% | $3,607+19.9% |
| Admin fee / account holder | $5,597 | $4,245+31.9% | $8,592-34.9% | $5,124+9.2% |