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 | $46,307 | $817,678-94.3% | $392,568-88.2% | $152,861-69.7% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.1%+14.8pp | 82.4%+10.4pp |
| Annual return | 21.06% | 22.84%-1.8pp | 24.42%-3.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,742 | $5,502-68.3% | $3,783-54.0% | $4,762-63.4% |
| Participant deferral / active EE | $2,853 | $8,398-66.0% | $5,985-52.3% | $5,850-51.2% |
| Admin fee / account holder | $10,220 | $12,095-15.5% | $6,260+63.3% | $11,596-11.9% |