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 | $41,645 | $71,050-41.4% | $93,606-55.5% | $80,856-48.5% |
| Participation rate | 87.5% | 60.4%+27.1pp | 68.7%+18.8pp | 67.6%+19.9pp |
| Annual return | 12.27% | 11.26%+1.0pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,701 | $1,564+8.8% | $2,420-29.7% | $2,755-38.2% |
| Participant deferral / active EE | $2,975 | $4,034-26.3% | $4,411-32.6% | $4,296-30.8% |
| Admin fee / account holder | $3,215 | $6,945-53.7% | $8,285-61.2% | $6,918-53.5% |