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 | $38,159 | $80,968-52.9% | $96,544-60.5% | $75,163-49.2% |
| Participation rate | 88.3% | 71.8%+16.6pp | 76.0%+12.4pp | 67.2%+21.1pp |
| Annual return | 13.92% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,214 | $2,282-3.0% | $2,965-25.3% | $2,670-17.1% |
| Participant deferral / active EE | $4,227 | $3,928+7.6% | $4,851-12.9% | $4,125+2.5% |
| Admin fee / account holder | $8,846 | $6,724+31.6% | $8,252+7.2% | $5,651+56.5% |