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 | $48,042 | $95,453-49.7% | $112,040-57.1% | $82,448-41.7% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 14.06% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,563 | $2,318+96.9% | $2,954+54.5% | $2,551+78.9% |
| Participant deferral / active EE | $3,666 | $4,224-13.2% | $5,098-28.1% | $4,139-11.4% |
| Admin fee / account holder | $7,503 | $9,013-16.8% | $12,098-38.0% | $7,234+3.7% |