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 | $43,779 | $60,892-28.1% | $82,389-46.9% | $84,808-48.4% |
| Participation rate | 81.8% | 63.3%+18.6pp | 69.5%+12.3pp | 68.3%+13.5pp |
| Annual return | 19.05% | 37.29%-18.2pp | 28.67%-9.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,169 | $1,779+78.1% | $2,517+25.9% | $2,631+20.5% |
| Participant deferral / active EE | $5,756 | $3,179+81.1% | $4,155+38.6% | $4,212+36.7% |
| Admin fee / account holder | $8,743 | $5,467+59.9% | $7,231+20.9% | $7,344+19.0% |