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 | $48,518 | $56,897-14.7% | $84,750-42.8% | $62,891-22.9% |
| Participation rate | 79.5% | 68.5%+10.9pp | 76.6%+2.9pp | 69.3%+10.2pp |
| Annual return | 7.18% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $520 | $2,400-78.3% | $3,574-85.5% | $2,281-77.2% |
| Participant deferral / active EE | $3,047 | $2,709+12.5% | $3,712-17.9% | $3,203-4.9% |
| Admin fee / account holder | $481 | $3,581-86.6% | $5,332-91.0% | $4,296-88.8% |