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 | $44,677 | $77,634-42.5% | $156,549-71.5% | $62,891-29.0% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 4.75% | 50.32%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $981 | $3,444-71.5% | $5,501-82.2% | $2,281-57.0% |
| Participant deferral / active EE | $1,054 | $3,045-65.4% | $4,871-78.4% | $3,203-67.1% |
| Admin fee / account holder | $6,734 | $5,561+21.1% | $13,027-48.3% | $4,296+56.8% |