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 | $45,759 | $94,031-51.3% | $115,768-60.5% | $82,448-44.5% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.4%+13.1pp | 68.1%+19.4pp |
| Annual return | 15.69% | 20.61%-4.9pp | 100.46%-84.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,448 | $2,323-37.7% | $2,940-50.8% | $2,551-43.2% |
| Participant deferral / active EE | $3,395 | $3,972-14.5% | $4,917-30.9% | $4,139-18.0% |
| Admin fee / account holder | $12,895 | $10,249+25.8% | $12,439+3.7% | $7,234+78.2% |