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 | $49,037 | $67,411-27.3% | $91,001-46.1% | $70,131-30.1% |
| Participation rate | 98.7% | 71.4%+27.3pp | 75.6%+23.1pp | 69.5%+29.1pp |
| Annual return | 15.98% | -40.16%+56.1pp | 4.60%+11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,289 | $1,786+28.2% | $2,456-6.8% | $2,342-2.3% |
| Participant deferral / active EE | $2,676 | $2,823-5.2% | $3,547-24.6% | $3,332-19.7% |
| Admin fee / account holder | $3,921 | $4,236-7.4% | $5,417-27.6% | $4,645-15.6% |