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 | $51,753 | $109,359-52.7% | $162,163-68.1% | $72,985-29.1% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 23.06% | 25.46%-2.4pp | 115.59%-92.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,476 | $3,907-62.2% | $5,614-73.7% | $2,440-39.5% |
| Participant deferral / active EE | $3,257 | $5,481-40.6% | $7,298-55.4% | $3,607-9.7% |
| Admin fee / account holder | $819 | $7,972-89.7% | $10,843-92.4% | $5,124-84.0% |