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 | $47,134 | $113,339-58.4% | $94,993-50.4% | $147,584-68.1% |
| Participation rate | 88.2% | 78.0%+10.3pp | 73.9%+14.4pp | 82.8%+5.4pp |
| Annual return | 15.66% | 20.77%-5.1pp | 27.12%-11.5pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,556 | $3,160-50.8% | $2,603-40.2% | $4,876-68.1% |
| Participant deferral / active EE | $1,419 | $3,777-62.4% | $3,317-57.2% | $5,439-73.9% |
| Admin fee / account holder | $2,761 | $6,063-54.5% | $4,960-44.3% | $10,885-74.6% |