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 | $48,890 | $73,933-33.9% | $96,683-49.4% | $75,163-35.0% |
| Participation rate | 76.7% | 66.4%+10.2pp | 74.3%+2.3pp | 67.2%+9.5pp |
| Annual return | 15.88% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,087 | $2,928-62.9% | $3,737-70.9% | $2,670-59.3% |
| Participant deferral / active EE | $3,853 | $3,659+5.3% | $4,878-21.0% | $4,125-6.6% |
| Admin fee / account holder | $3,637 | $5,216-30.3% | $6,730-45.9% | $5,651-35.6% |