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 | $46,842 | $91,190-48.6% | $178,490-73.8% | $79,858-41.3% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 11.98% | 24.19%-12.2pp | 151.07%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,852 | $3,256-12.4% | $5,011-43.1% | $2,471+15.4% |
| Participant deferral / active EE | $3,489 | $3,236+7.8% | $5,202-32.9% | $3,740-6.7% |
| Admin fee / account holder | $7,179 | $6,751+6.3% | $13,984-48.7% | $5,306+35.3% |