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 | $49,217 | $80,717-39.0% | $154,803-68.2% | $84,808-42.0% |
| Participation rate | 97.8% | 66.8%+31.0pp | 78.1%+19.7pp | 68.3%+29.5pp |
| Annual return | 14.57% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,517 | $2,761-45.0% | $4,305-64.8% | $2,631-42.3% |
| Participant deferral / active EE | $6,853 | $3,303+107.5% | $5,540+23.7% | $4,212+62.7% |
| Admin fee / account holder | $9,944 | $6,746+47.4% | $14,329-30.6% | $7,344+35.4% |