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 | $50,190 | $46,869+7.1% | $122,332-59.0% | $70,131-28.4% |
| Participation rate | 96.7% | 58.2%+38.5pp | 71.6%+25.0pp | 69.5%+27.1pp |
| Annual return | 13.45% | 24.22%-10.8pp | 30.27%-16.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,009 | $1,288-21.7% | $4,050-75.1% | $2,342-56.9% |
| Participant deferral / active EE | $3,248 | $2,166+49.9% | $3,287-1.2% | $3,332-2.5% |
| Admin fee / account holder | $4,711 | $3,322+41.8% | $5,478-14.0% | $4,645+1.4% |