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 | $47,789 | $100,923-52.6% | $150,045-68.2% | $74,304-35.7% |
| Participation rate | 85.8% | 70.1%+15.8pp | 82.3%+3.5pp | 60.3%+25.5pp |
| Annual return | 15.65% | 51.77%-36.1pp | 62.55%-46.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $2,093 | $3,463-39.6% | $4,693-55.4% | $2,241-6.6% |
| Participant deferral / active EE | $4,336 | $6,709-35.4% | $7,997-45.8% | $3,767+15.1% |
| Admin fee / account holder | $3,391 | $2,767+22.6% | $13,435-74.8% | $2,969+14.2% |