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 | $46,717 | $81,248-42.5% | $155,509-70.0% | $80,856-42.2% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 11.12% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $11,942 | $3,100+285.2% | $4,672+155.6% | $2,755+333.5% |
| Participant deferral / active EE | $2,331 | $3,452-32.5% | $5,626-58.6% | $4,296-45.7% |
| Admin fee / account holder | $3,120 | $7,997-61.0% | $15,912-80.4% | $6,918-54.9% |