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 | $48,348 | $76,552-36.8% | $123,892-61.0% | $62,891-23.1% |
| Participation rate | 95.1% | 73.0%+22.1pp | 81.4%+13.7pp | 69.3%+25.8pp |
| Annual return | 10.54% | 18.68%-8.1pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,850 | $2,883-35.8% | $4,617-59.9% | $2,281-18.9% |
| Participant deferral / active EE | $7,125 | $4,840+47.2% | $5,984+19.1% | $3,203+122.5% |
| Admin fee / account holder | $7,572 | $4,826+56.9% | $8,357-9.4% | $4,296+76.3% |