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 | $42,491 | $45,863-7.4% | $77,024-44.8% | $68,494-38.0% |
| Participation rate | 89.3% | 55.9%+33.4pp | 67.9%+21.4pp | 67.9%+21.4pp |
| Annual return | 8.78% | 1.72%+7.1pp | 42.32%-33.5pp | -7.84%+16.6pp |
| Employer contribution / active EE | $2,407 | $1,650+45.9% | $2,812-14.4% | $2,596-7.3% |
| Participant deferral / active EE | $6,692 | $2,962+125.9% | $4,426+51.2% | $4,027+66.2% |
| Admin fee / account holder | $12,122 | $3,041+298.7% | $5,425+123.4% | $5,403+124.4% |