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 | $48,244 | $100,901-52.2% | $75,670-36.2% | $147,584-67.3% |
| Participation rate | 95.7% | 77.1%+18.5pp | 72.3%+23.3pp | 82.8%+12.8pp |
| Annual return | 10.92% | 35.78%-24.9pp | 27.34%-16.4pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,736 | $3,253-46.6% | $2,352-26.2% | $4,876-64.4% |
| Participant deferral / active EE | $5,991 | $4,027+48.8% | $3,142+90.7% | $5,439+10.2% |
| Admin fee / account holder | $1,327 | $11,285-88.2% | $5,800-77.1% | $10,885-87.8% |