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 | $89,753-46.6% | $107,525-55.4% | $84,808-43.5% |
| Participation rate | 72.9% | 68.1%+4.9pp | 75.1%-2.1pp | 68.3%+4.6pp |
| Annual return | 23.64% | 29.48%-5.8pp | 181.32%-157.7pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,797 | $3,113-42.3% | $3,754-52.1% | $2,631-31.7% |
| Participant deferral / active EE | $3,161 | $4,056-22.1% | $5,116-38.2% | $4,212-24.9% |
| Admin fee / account holder | $2,801 | $7,222-61.2% | $8,919-68.6% | $7,344-61.9% |