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 | $49,215 | $81,947-39.9% | $105,387-53.3% | $72,985-32.6% |
| Participation rate | 96.4% | 76.5%+19.9pp | 82.6%+13.9pp | 69.5%+26.9pp |
| Annual return | 26.03% | 42.90%-16.9pp | 26.82%-0.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,212 | $3,468-65.0% | $4,213-71.2% | $2,440-50.3% |
| Participant deferral / active EE | $3,010 | $4,494-33.0% | $5,502-45.3% | $3,607-16.6% |
| Admin fee / account holder | $706 | $6,258-88.7% | $6,559-89.2% | $5,124-86.2% |