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 | $48,677 | $72,492-32.9% | $87,100-44.1% | $72,985-33.3% |
| Participation rate | 86.9% | 72.8%+14.1pp | 76.9%+10.0pp | 69.5%+17.4pp |
| Annual return | 35.74% | 24.46%+11.3pp | 28.19%+7.5pp | 81.00%-45.3pp |
| Employer contribution / active EE | $960 | $1,894-49.3% | $2,521-61.9% | $2,440-60.6% |
| Participant deferral / active EE | $4,922 | $3,270+50.5% | $4,049+21.6% | $3,607+36.4% |
| Admin fee / account holder | $3,868 | $5,055-23.5% | $7,497-48.4% | $5,124-24.5% |