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 | $47,984 | $81,248-40.9% | $155,509-69.1% | $80,856-40.7% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.8pp | 67.6%+26.3pp |
| Annual return | 11.73% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,371 | $3,100-23.5% | $4,672-49.2% | $2,755-13.9% |
| Participant deferral / active EE | $4,486 | $3,452+30.0% | $5,626-20.3% | $4,296+4.4% |
| Admin fee / account holder | $2,775 | $7,997-65.3% | $15,912-82.6% | $6,918-59.9% |