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 | $50,256 | $109,413-54.1% | $156,263-67.8% | $84,808-40.7% |
| Participation rate | 92.1% | 72.7%+19.4pp | 78.9%+13.2pp | 68.3%+23.8pp |
| Annual return | 16.27% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,484 | $2,907-49.0% | $4,333-65.8% | $2,631-43.6% |
| Participant deferral / active EE | $3,181 | $4,590-30.7% | $6,158-48.3% | $4,212-24.5% |
| Admin fee / account holder | $7,313 | $9,357-21.8% | $14,255-48.7% | $7,344-0.4% |