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 | $46,200 | $81,248-43.1% | $155,509-70.3% | $80,856-42.9% |
| Participation rate | 81.1% | 66.2%+14.9pp | 78.2%+2.9pp | 67.6%+13.4pp |
| Annual return | 20.24% | 33.31%-13.1pp | 64.67%-44.4pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,436 | $3,100-53.7% | $4,672-69.3% | $2,755-47.9% |
| Participant deferral / active EE | $2,200 | $3,452-36.3% | $5,626-60.9% | $4,296-48.8% |
| Admin fee / account holder | $2,904 | $7,997-63.7% | $15,912-81.8% | $6,918-58.0% |