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 | $47,403 | $72,012-34.2% | $185,823-74.5% | $79,858-40.6% |
| Participation rate | 84.1% | 65.8%+18.4pp | 78.0%+6.1pp | 69.6%+14.5pp |
| Annual return | 14.27% | 23.12%-8.9pp | 35.95%-21.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,324 | $1,965-32.6% | $4,087-67.6% | $2,471-46.4% |
| Participant deferral / active EE | $4,191 | $3,779+10.9% | $5,632-25.6% | $3,740+12.1% |
| Admin fee / account holder | $1,904 | $4,513-57.8% | $9,500-80.0% | $5,306-64.1% |