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 | $44,171 | $57,016-22.5% | $84,966-48.0% | $80,856-45.4% |
| Participation rate | 82.8% | 56.3%+26.4pp | 67.5%+15.3pp | 67.6%+15.1pp |
| Annual return | 11.86% | 21.66%-9.8pp | 66.38%-54.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,914 | $1,798+6.5% | $2,727-29.8% | $2,755-30.5% |
| Participant deferral / active EE | $6,275 | $3,110+101.8% | $4,519+38.8% | $4,296+46.1% |
| Admin fee / account holder | $484 | $4,980-90.3% | $6,149-92.1% | $6,918-93.0% |