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 | $78,705-39.1% | $117,854-59.3% | $70,131-31.6% |
| Participation rate | 95.3% | 73.2%+22.2pp | 79.7%+15.7pp | 69.5%+25.8pp |
| Annual return | 15.22% | 23.30%-8.1pp | 335.08%-319.9pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,170 | $2,223-2.4% | $3,786-42.7% | $2,342-7.4% |
| Participant deferral / active EE | $3,812 | $3,297+15.6% | $4,482-14.9% | $3,332+14.4% |
| Admin fee / account holder | $3,778 | $5,065-25.4% | $8,020-52.9% | $4,645-18.7% |