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 | $48,233 | $89,355-46.0% | $141,162-65.8% | $72,985-33.9% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 19.60% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,631 | $3,114-47.6% | $4,735-65.6% | $2,440-33.2% |
| Participant deferral / active EE | $2,883 | $5,418-46.8% | $6,709-57.0% | $3,607-20.1% |
| Admin fee / account holder | $1,280 | $5,958-78.5% | $10,261-87.5% | $5,124-75.0% |