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 | $43,600 | $61,605-29.2% | $112,229-61.2% | $75,163-42.0% |
| Participation rate | 97.8% | 61.7%+36.1pp | 72.4%+25.3pp | 67.2%+30.6pp |
| Annual return | 17.23% | 28.47%-11.2pp | 30.20%-13.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,583 | $2,015+77.8% | $3,430+4.5% | $2,670+34.2% |
| Participant deferral / active EE | $6,034 | $3,108+94.1% | $4,798+25.8% | $4,125+46.3% |
| Admin fee / account holder | $5,573 | $4,862+14.6% | $7,748-28.1% | $5,651-1.4% |