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 | $47,949 | $88,672-45.9% | $105,223-54.4% | $82,448-41.8% |
| Participation rate | 72.9% | 67.9%+5.0pp | 75.0%-2.1pp | 68.1%+4.9pp |
| Annual return | 23.64% | 30.86%-7.2pp | 180.65%-157.0pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,797 | $3,048-41.0% | $3,689-51.3% | $2,551-29.5% |
| Participant deferral / active EE | $3,161 | $4,036-21.7% | $5,072-37.7% | $4,139-23.6% |
| Admin fee / account holder | $2,801 | $7,146-60.8% | $8,859-68.4% | $7,234-61.3% |