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 | $48,386 | $91,190-46.9% | $178,490-72.9% | $79,858-39.4% |
| Participation rate | 97.5% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 14.82% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,471 | $3,256-24.1% | $5,011-50.7% | $2,4710% |
| Participant deferral / active EE | $3,542 | $3,236+9.5% | $5,202-31.9% | $3,740-5.3% |
| Admin fee / account holder | $8,615 | $6,751+27.6% | $13,984-38.4% | $5,306+62.4% |