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 | $45,451 | $76,407-40.5% | $150,298-69.8% | $82,448-44.9% |
| Participation rate | 90.0% | 66.4%+23.6pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 22.51% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $2,175 | $2,614-16.8% | $4,154-47.6% | $2,551-14.7% |
| Participant deferral / active EE | $3,569 | $3,214+11.0% | $5,453-34.6% | $4,139-13.8% |
| Admin fee / account holder | $1,663 | $6,352-73.8% | $14,116-88.2% | $7,234-77.0% |