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 | $42,548 | $127,065-66.5% | $113,168-62.4% | $142,382-70.1% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 12.66% | 24.03%-11.4pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,594 | $3,442-24.6% | $2,975-12.8% | $4,299-39.7% |
| Participant deferral / active EE | $6,668 | $5,716+16.7% | $5,107+30.6% | $6,507+2.5% |
| Admin fee / account holder | $3,226 | $15,736-79.5% | $12,068-73.3% | $12,624-74.4% |