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 | $45,227 | $53,822-16.0% | $75,696-40.3% | $85,850-47.3% |
| Participation rate | 89.4% | 69.1%+20.3pp | 74.8%+14.5pp | 69.3%+20.0pp |
| Annual return | 20.37% | 24.54%-4.2pp | 104.53%-84.2pp | 318.53%-298.2pp |
| Employer contribution / active EE | $1,411 | $2,017-30.0% | $2,743-48.5% | $2,565-45.0% |
| Participant deferral / active EE | $4,380 | $2,895+51.3% | $3,821+14.6% | $3,952+10.8% |
| Admin fee / account holder | $6,412 | $3,343+91.8% | $3,619+77.2% | $6,260+2.4% |