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 6-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 | $47,030 | $135,952-65.4% | $123,892-62.0% | $273,961-82.8% |
| Participation rate | 72.2% | 84.1%-11.8pp | 81.4%-9.2pp | 83.0%-10.8pp |
| Annual return | 4.89% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,088 | $5,170-59.6% | $4,617-54.8% | $4,869-57.1% |
| Participant deferral / active EE | $2,646 | $6,343-58.3% | $5,984-55.8% | $5,287-50.0% |
| Admin fee / account holder | $10,971 | $9,817+11.8% | $8,357+31.3% | $10,132+8.3% |