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 | $44,315 | $89,355-50.4% | $141,162-68.6% | $72,985-39.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 25.01% | 111.85%-86.8pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,466 | $3,114-20.8% | $4,735-47.9% | $2,440+1.1% |
| Participant deferral / active EE | $4,431 | $5,418-18.2% | $6,709-34.0% | $3,607+22.8% |
| Admin fee / account holder | $5,954 | $5,958-0.1% | $10,261-42.0% | $5,124+16.2% |