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 | $50,890 | $51,175-0.6% | $70,515-27.8% | $75,163-32.3% |
| Participation rate | 92.3% | 60.9%+31.4pp | 68.3%+24.0pp | 67.2%+25.1pp |
| Annual return | 14.55% | 30.02%-15.5pp | 32.77%-18.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,470 | $1,826-19.5% | $2,973-50.6% | $2,670-44.9% |
| Participant deferral / active EE | $2,452 | $2,849-14.0% | $4,567-46.3% | $4,125-40.6% |
| Admin fee / account holder | $2,736 | $4,091-33.1% | $6,412-57.3% | $5,651-51.6% |