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 | $48,013 | $58,512-17.9% | $84,015-42.9% | $72,985-34.2% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.0%+11.0pp | 69.5%+10.5pp |
| Annual return | 23.69% | 28.93%-5.2pp | 71.31%-47.6pp | 81.00%-57.3pp |
| Employer contribution / active EE | $698 | $1,163-39.9% | $1,983-64.8% | $2,440-71.4% |
| Participant deferral / active EE | $3,568 | $2,394+49.0% | $3,239+10.2% | $3,607-1.1% |
| Admin fee / account holder | $14,515 | $4,569+217.7% | $6,101+137.9% | $5,124+183.3% |