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 | $42,647 | $68,547-37.8% | $120,354-64.6% | $80,856-47.3% |
| Participation rate | 92.4% | 61.6%+30.8pp | 71.9%+20.5pp | 67.6%+24.8pp |
| Annual return | 11.40% | 23.60%-12.2pp | 107.15%-95.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,571 | $2,051+25.4% | $3,463-25.7% | $2,755-6.7% |
| Participant deferral / active EE | $4,695 | $3,173+47.9% | $4,991-5.9% | $4,296+9.3% |
| Admin fee / account holder | $9,064 | $5,732+58.1% | $9,423-3.8% | $6,918+31.0% |