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 | $46,993 | $103,376-54.5% | $87,100-46.0% | $152,861-69.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 23.30% | 28.10%-4.8pp | 28.19%-4.9pp | 345.32%-322.0pp |
| Employer contribution / active EE | $941 | $3,220-70.8% | $2,521-62.7% | $4,762-80.2% |
| Participant deferral / active EE | $4,090 | $4,778-14.4% | $4,049+1.0% | $5,850-30.1% |
| Admin fee / account holder | $3,892 | $12,205-68.1% | $7,497-48.1% | $11,596-66.4% |