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 | $48,747 | $65,041-25.1% | $90,951-46.4% | $79,858-39.0% |
| Participation rate | 74.0% | 61.6%+12.4pp | 69.0%+5.0pp | 69.6%+4.4pp |
| Annual return | 15.21% | 30.45%-15.2pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,434 | $1,247+95.2% | $2,122+14.7% | $2,471-1.5% |
| Participant deferral / active EE | $4,108 | $2,512+63.5% | $3,373+21.8% | $3,740+9.8% |
| Admin fee / account holder | $1,999 | $4,536-55.9% | $5,959-66.4% | $5,306-62.3% |