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 | $50,467 | $60,349-16.4% | $74,183-32.0% | $62,891-19.8% |
| Participation rate | 88.2% | 72.7%+15.5pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 9.65% | 21.37%-11.7pp | 17.74%-8.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,000 | $1,680-40.5% | $2,370-57.8% | $2,281-56.2% |
| Participant deferral / active EE | $4,720 | $2,856+65.3% | $3,550+33.0% | $3,203+47.4% |
| Admin fee / account holder | $1,158 | $4,261-72.8% | $5,586-79.3% | $4,296-73.0% |