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 | $46,420 | $78,672-41.0% | $109,143-57.5% | $85,850-45.9% |
| Participation rate | 89.3% | 68.3%+21.1pp | 75.9%+13.5pp | 69.3%+20.0pp |
| Annual return | 11.89% | 25.09%-13.2pp | 25.75%-13.9pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,025 | $2,735-26.0% | $3,722-45.6% | $2,565-21.1% |
| Participant deferral / active EE | $7,071 | $3,467+103.9% | $4,653+52.0% | $3,952+78.9% |
| Admin fee / account holder | $5,403 | $5,469-1.2% | $6,752-20.0% | $6,260-13.7% |