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 | $44,950 | $87,166-48.4% | $76,735-41.4% | $137,256-67.3% |
| Participation rate | 90.5% | 74.4%+16.1pp | 69.5%+21.0pp | 80.0%+10.5pp |
| Annual return | 13.52% | 26.50%-13.0pp | 29.77%-16.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,058 | $2,904-29.2% | $2,454-16.2% | $4,156-50.5% |
| Participant deferral / active EE | $4,114 | $4,726-13.0% | $4,088+0.6% | $6,407-35.8% |
| Admin fee / account holder | $19,601 | $8,403+133.3% | $7,189+172.6% | $12,270+59.7% |