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 | $50,992 | $62,672-18.6% | $185,117-72.5% | $70,131-27.3% |
| Participation rate | 95.8% | 63.8%+32.1pp | 77.3%+18.6pp | 69.5%+26.3pp |
| Annual return | 18.81% | 40.79%-22.0pp | 40.50%-21.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,166 | $1,753-33.5% | $4,182-72.1% | $2,342-50.2% |
| Participant deferral / active EE | $4,840 | $3,272+47.9% | $5,045-4.1% | $3,332+45.3% |
| Admin fee / account holder | $1,120 | $3,932-71.5% | $8,159-86.3% | $4,645-75.9% |