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 | $44,986 | $81,248-44.6% | $155,509-71.1% | $80,856-44.4% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.5pp | 67.6%+22.0pp |
| Annual return | 10.64% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,887 | $3,100+25.4% | $4,672-16.8% | $2,755+41.1% |
| Participant deferral / active EE | $2,868 | $3,452-16.9% | $5,626-49.0% | $4,296-33.2% |
| Admin fee / account holder | $825 | $7,997-89.7% | $15,912-94.8% | $6,918-88.1% |