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 | $43,812 | $81,460-46.2% | $103,333-57.6% | $80,856-45.8% |
| Participation rate | 90.2% | 66.8%+23.3pp | 74.5%+15.7pp | 67.6%+22.5pp |
| Annual return | 12.45% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,337 | $3,105-24.7% | $3,868-39.6% | $2,755-15.2% |
| Participant deferral / active EE | $4,926 | $3,869+27.3% | $5,057-2.6% | $4,296+14.7% |
| Admin fee / account holder | $1,269 | $6,566-80.7% | $8,355-84.8% | $6,918-81.7% |