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 | $40,860 | $81,460-49.8% | $103,333-60.5% | $80,856-49.5% |
| Participation rate | 77.5% | 66.8%+10.6pp | 74.5%+3.0pp | 67.6%+9.8pp |
| Annual return | 19.63% | 25.55%-5.9pp | 24.88%-5.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,473 | $3,105-52.6% | $3,868-61.9% | $2,755-46.5% |
| Participant deferral / active EE | $4,268 | $3,869+10.3% | $5,057-15.6% | $4,296-0.6% |
| Admin fee / account holder | $1,195 | $6,566-81.8% | $8,355-85.7% | $6,918-82.7% |