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 | $47,231 | $47,848-1.3% | $81,478-42.0% | $70,131-32.7% |
| Participation rate | 93.9% | 58.3%+35.6pp | 68.0%+25.9pp | 69.5%+24.3pp |
| Annual return | 22.59% | 27.25%-4.7pp | 38.78%-16.2pp | 73.14%-50.5pp |
| Employer contribution / active EE | $3,066 | $1,527+100.8% | $2,568+19.4% | $2,342+30.9% |
| Participant deferral / active EE | $7,831 | $2,453+219.2% | $3,537+121.4% | $3,332+135.1% |
| Admin fee / account holder | $1,685 | $3,145-46.4% | $4,561-63.0% | $4,645-63.7% |