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 | $54,846 | $76,367-28.2% | $93,606-41.4% | $72,985-24.9% |
| Participation rate | 85.1% | 71.7%+13.4pp | 75.8%+9.3pp | 69.5%+15.6pp |
| Annual return | 20.65% | 25.82%-5.2pp | 32.76%-12.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,214 | $2,275-46.6% | $2,718-55.3% | $2,440-50.2% |
| Participant deferral / active EE | $3,507 | $3,538-0.9% | $4,069-13.8% | $3,607-2.8% |
| Admin fee / account holder | $4,184 | $6,838-38.8% | $7,888-47.0% | $5,124-18.3% |