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 | $56,472 | $95,803-41.1% | $113,168-50.1% | $84,808-33.4% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 68.3%+22.9pp |
| Annual return | 19.55% | 25.00%-5.5pp | 24.27%-4.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,455 | $2,360+46.4% | $2,975+16.1% | $2,631+31.3% |
| Participant deferral / active EE | $4,820 | $4,242+13.6% | $5,107-5.6% | $4,212+14.4% |
| Admin fee / account holder | $728 | $8,989-91.9% | $12,068-94.0% | $7,344-90.1% |