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 | $47,692 | $89,753-46.9% | $107,525-55.6% | $84,808-43.8% |
| Participation rate | 84.6% | 68.1%+16.6pp | 75.1%+9.5pp | 68.3%+16.3pp |
| Annual return | 20.53% | 29.48%-8.9pp | 181.32%-160.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,461 | $3,113-53.1% | $3,754-61.1% | $2,631-44.5% |
| Participant deferral / active EE | $3,110 | $4,056-23.3% | $5,116-39.2% | $4,212-26.2% |
| Admin fee / account holder | $1,482 | $7,222-79.5% | $8,919-83.4% | $7,344-79.8% |