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 | $44,612 | $53,777-17.0% | $134,143-66.7% | $79,858-44.1% |
| Participation rate | 93.8% | 58.8%+35.0pp | 72.2%+21.6pp | 69.6%+24.1pp |
| Annual return | 17.75% | 19.01%-1.3pp | 36.33%-18.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $828 | $1,321-37.3% | $3,704-77.6% | $2,471-66.5% |
| Participant deferral / active EE | $2,819 | $2,420+16.5% | $3,499-19.4% | $3,740-24.6% |
| Admin fee / account holder | $891 | $3,984-77.6% | $6,684-86.7% | $5,306-83.2% |