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 | $46,275 | $106,749-56.7% | $145,433-68.2% | $82,448-43.9% |
| Participation rate | 86.4% | 75.6%+10.8pp | 82.1%+4.3pp | 68.1%+18.4pp |
| Annual return | 18.90% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,165 | $3,444-37.2% | $4,554-52.5% | $2,551-15.1% |
| Participant deferral / active EE | $6,804 | $6,519+4.4% | $7,897-13.8% | $4,139+64.4% |
| Admin fee / account holder | $8,328 | $8,390-0.7% | $13,129-36.6% | $7,234+15.1% |