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 | $47,088 | $77,634-39.3% | $156,549-69.9% | $62,891-25.1% |
| Participation rate | 96.4% | 71.2%+25.2pp | 84.0%+12.4pp | 69.3%+27.1pp |
| Annual return | 7.20% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,535 | $3,444-55.4% | $5,501-72.1% | $2,281-32.7% |
| Participant deferral / active EE | $3,320 | $3,045+9.0% | $4,871-31.9% | $3,203+3.6% |
| Admin fee / account holder | $736 | $5,561-86.8% | $13,027-94.3% | $4,296-82.9% |