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 | $47,361 | $54,705-13.4% | $71,209-33.5% | $84,808-44.2% |
| Participation rate | 80.3% | 64.1%+16.2pp | 73.8%+6.5pp | 68.3%+12.0pp |
| Annual return | 21.36% | 35.90%-14.5pp | 282.51%-261.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $2,910 | $2,158+34.9% | $2,721+7.0% | $2,631+10.6% |
| Participant deferral / active EE | $3,186 | $3,030+5.1% | $4,175-23.7% | $4,212-24.3% |
| Admin fee / account holder | $4,978 | $4,863+2.4% | $5,349-6.9% | $7,344-32.2% |