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 | $45,722 | $60,349-24.2% | $74,183-38.4% | $62,891-27.3% |
| Participation rate | 72.7% | 72.7%0pp | 76.6%-3.9pp | 69.3%+3.4pp |
| Annual return | 7.23% | 21.37%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,488 | $1,680+167.1% | $2,370+89.4% | $2,281+96.8% |
| Participant deferral / active EE | $7,924 | $2,856+177.4% | $3,550+123.2% | $3,203+147.4% |
| Admin fee / account holder | $19,274 | $4,261+352.3% | $5,586+245.1% | $4,296+348.7% |