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 | $46,105 | $79,944-42.3% | $98,439-53.2% | $75,163-38.7% |
| Participation rate | 96.7% | 70.4%+26.3pp | 75.2%+21.5pp | 67.2%+29.5pp |
| Annual return | 16.33% | 19.75%-3.4pp | 21.16%-4.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $592 | $2,264-73.8% | $3,048-80.6% | $2,670-77.8% |
| Participant deferral / active EE | $4,781 | $3,752+27.4% | $4,738+0.9% | $4,125+15.9% |
| Admin fee / account holder | $3,115 | $6,840-54.5% | $8,948-65.2% | $5,651-44.9% |