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 | $49,109 | $53,127-7.6% | $86,590-43.3% | $70,131-30.0% |
| Participation rate | 86.4% | 65.3%+21.1pp | 73.5%+12.9pp | 69.5%+16.9pp |
| Annual return | 19.37% | 27.66%-8.3pp | 964.84%-945.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $446 | $2,068-78.5% | $2,839-84.3% | $2,342-81.0% |
| Participant deferral / active EE | $3,168 | $2,696+17.5% | $3,609-12.2% | $3,332-4.9% |
| Admin fee / account holder | $4,852 | $3,585+35.3% | $4,906-1.1% | $4,645+4.4% |