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 | $45,268 | $85,022-46.8% | $70,515-35.8% | $139,434-67.5% |
| Participation rate | 95.0% | 73.9%+21.1pp | 68.3%+26.7pp | 80.3%+14.7pp |
| Annual return | 15.71% | 30.38%-14.7pp | 32.77%-17.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,343 | $3,909-40.1% | $2,973-21.2% | $4,751-50.7% |
| Participant deferral / active EE | $3,466 | $5,890-41.2% | $4,567-24.1% | $6,710-48.3% |
| Admin fee / account holder | $3,949 | $8,906-55.7% | $6,412-38.4% | $11,403-65.4% |