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 | $45,315 | $65,322-30.6% | $70,449-35.7% | $73,488-38.3% |
| Participation rate | 91.4% | 77.0%+14.4pp | 75.1%+16.3pp | 70.7%+20.7pp |
| Annual return | 8.24% | 15.71%-7.5pp | 109.03%-100.8pp | 28.51%-20.3pp |
| Employer contribution / active EE | $2,830 | $2,460+15.1% | $2,737+3.4% | $2,270+24.7% |
| Participant deferral / active EE | $4,666 | $3,375+38.3% | $3,709+25.8% | $3,740+24.8% |
| Admin fee / account holder | $4,453 | $214+1980.4% | $3,845+15.8% | $513+767.9% |