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 | $49,476 | $106,749-53.7% | $145,433-66.0% | $82,448-40.0% |
| Participation rate | 96.9% | 75.6%+21.3pp | 82.1%+14.8pp | 68.1%+28.9pp |
| Annual return | 14.89% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,167 | $3,444-37.1% | $4,554-52.4% | $2,551-15.0% |
| Participant deferral / active EE | $4,565 | $6,519-30.0% | $7,897-42.2% | $4,139+10.3% |
| Admin fee / account holder | $9,960 | $8,390+18.7% | $13,129-24.1% | $7,234+37.7% |