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 | $46,248 | $106,515-56.6% | $96,683-52.2% | $139,434-66.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 11.44% | 38.43%-27.0pp | 35.69%-24.3pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,171 | $4,103-71.5% | $3,737-68.7% | $4,751-75.4% |
| Participant deferral / active EE | $2,239 | $5,454-59.0% | $4,878-54.1% | $6,710-66.6% |
| Admin fee / account holder | $8,041 | $7,877+2.1% | $6,730+19.5% | $11,403-29.5% |