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 | $47,886 | $45,152+6.1% | $73,843-35.2% | $59,632-19.7% |
| Participation rate | 80.7% | 64.0%+16.7pp | 73.4%+7.2pp | 68.7%+12.0pp |
| Annual return | 1.48% | 27.40%-25.9pp | 2267.84%-2266.4pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $479 | $1,902-74.8% | $2,787-82.8% | $2,203-78.2% |
| Participant deferral / active EE | $2,065 | $2,574-19.8% | $3,583-42.4% | $3,192-35.3% |
| Admin fee / account holder | $931 | $3,516-73.5% | $4,880-80.9% | $4,297-78.3% |