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 | $47,191 | $77,634-39.2% | $156,549-69.9% | $62,891-25.0% |
| Participation rate | 98.1% | 71.2%+26.9pp | 84.0%+14.1pp | 69.3%+28.8pp |
| Annual return | 8.39% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $4,906 | $3,444+42.5% | $5,501-10.8% | $2,281+115.1% |
| Participant deferral / active EE | $4,581 | $3,045+50.4% | $4,871-6.0% | $3,203+43.0% |
| Admin fee / account holder | $2,476 | $5,561-55.5% | $13,027-81.0% | $4,296-42.4% |