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 | $38,497 | $61,605-37.5% | $112,229-65.7% | $75,163-48.8% |
| Participation rate | 91.2% | 61.7%+29.5pp | 72.4%+18.8pp | 67.2%+24.0pp |
| Annual return | 17.57% | 28.47%-10.9pp | 30.20%-12.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,763 | $2,015+37.1% | $3,430-19.4% | $2,670+3.5% |
| Participant deferral / active EE | $4,903 | $3,108+57.8% | $4,798+2.2% | $4,125+18.9% |
| Admin fee / account holder | $3,981 | $4,862-18.1% | $7,748-48.6% | $5,651-29.5% |