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 | $50,843 | $65,041-21.8% | $90,951-44.1% | $79,858-36.3% |
| Participation rate | 89.7% | 61.6%+28.0pp | 69.0%+20.6pp | 69.6%+20.0pp |
| Annual return | 12.44% | 30.45%-18.0pp | 134.60%-122.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $872 | $1,247-30.0% | $2,122-58.9% | $2,471-64.7% |
| Participant deferral / active EE | $1,987 | $2,512-20.9% | $3,373-41.1% | $3,740-46.9% |
| Admin fee / account holder | $8,138 | $4,536+79.4% | $5,959+36.6% | $5,306+53.4% |