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 | $47,154 | $77,899-39.5% | $149,673-68.5% | $75,163-37.3% |
| Participation rate | 98.0% | 65.6%+32.4pp | 78.8%+19.2pp | 67.2%+30.8pp |
| Annual return | 24.02% | 31.72%-7.7pp | 134.42%-110.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $1,708 | $3,137-45.6% | $4,818-64.6% | $2,670-36.0% |
| Participant deferral / active EE | $4,623 | $3,411+35.5% | $5,680-18.6% | $4,125+12.1% |
| Admin fee / account holder | $9,307 | $5,956+56.3% | $13,210-29.5% | $5,651+64.7% |