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 | $47,650 | $70,475-32.4% | $100,516-52.6% | $79,858-40.3% |
| Participation rate | 77.8% | 73.7%+4.1pp | 79.4%-1.6pp | 69.6%+8.1pp |
| Annual return | 17.83% | 21.90%-4.1pp | 30.89%-13.1pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,002 | $2,165-53.7% | $3,418-70.7% | $2,471-59.4% |
| Participant deferral / active EE | $6,650 | $5,181+28.4% | $6,270+6.1% | $3,740+77.8% |
| Admin fee / account holder | $5,620 | $4,478+25.5% | $8,081-30.5% | $5,306+5.9% |