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 | $47,009 | $57,016-17.6% | $84,966-44.7% | $80,856-41.9% |
| Participation rate | 72.7% | 56.3%+16.4pp | 67.5%+5.2pp | 67.6%+5.1pp |
| Annual return | 16.56% | 21.66%-5.1pp | 66.38%-49.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,862 | $1,798+59.2% | $2,727+5.0% | $2,755+3.9% |
| Participant deferral / active EE | $5,208 | $3,110+67.5% | $4,519+15.2% | $4,296+21.2% |
| Admin fee / account holder | $6,905 | $4,980+38.6% | $6,149+12.3% | $6,918-0.2% |