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 | $41,473 | $138,347-70.0% | $184,203-77.5% | $80,856-48.7% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.6pp | 67.6%+30.8pp |
| Annual return | 14.50% | 20.02%-5.5pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,622 | $4,850-46.0% | $6,427-59.2% | $2,755-4.8% |
| Participant deferral / active EE | $5,654 | $7,071-20.0% | $9,131-38.1% | $4,296+31.6% |
| Admin fee / account holder | $2,777 | $10,483-73.5% | $13,901-80.0% | $6,918-59.9% |