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 | $46,929 | $84,233-44.3% | $170,442-72.5% | $70,131-33.1% |
| Participation rate | 90.6% | 70.8%+19.7pp | 83.6%+7.0pp | 69.5%+21.0pp |
| Annual return | 14.06% | 23.06%-9.0pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,434 | $3,387-57.7% | $5,433-73.6% | $2,342-38.8% |
| Participant deferral / active EE | $3,513 | $3,086+13.9% | $4,939-28.9% | $3,332+5.5% |
| Admin fee / account holder | $1,413 | $5,698-75.2% | $13,880-89.8% | $4,645-69.6% |