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 | $45,978 | $65,041-29.3% | $90,951-49.4% | $79,858-42.4% |
| Participation rate | 97.2% | 61.6%+35.6pp | 69.0%+28.2pp | 69.6%+27.6pp |
| Annual return | 10.56% | 30.45%-19.9pp | 134.60%-124.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,095 | $1,247+67.9% | $2,122-1.3% | $2,471-15.2% |
| Participant deferral / active EE | $1,955 | $2,512-22.2% | $3,373-42.0% | $3,740-47.7% |
| Admin fee / account holder | $1,177 | $4,536-74.1% | $5,959-80.2% | $5,306-77.8% |