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 | $43,051 | $49,227-12.5% | $70,449-38.9% | $79,858-46.1% |
| Participation rate | 89.7% | 69.2%+20.6pp | 75.1%+14.7pp | 69.6%+20.1pp |
| Annual return | 13.95% | 30.06%-16.1pp | 109.03%-95.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,253 | $2,099-40.3% | $2,737-54.2% | $2,471-49.3% |
| Participant deferral / active EE | $1,944 | $2,768-29.8% | $3,709-47.6% | $3,740-48.0% |
| Admin fee / account holder | $912 | $2,878-68.3% | $3,845-76.3% | $5,306-82.8% |