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 | $49,250 | $78,705-37.4% | $117,854-58.2% | $70,131-29.8% |
| Participation rate | 88.4% | 73.2%+15.2pp | 79.7%+8.7pp | 69.5%+18.8pp |
| Annual return | 13.87% | 23.30%-9.4pp | 335.08%-321.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $951 | $2,223-57.2% | $3,786-74.9% | $2,342-59.4% |
| Participant deferral / active EE | $3,248 | $3,297-1.5% | $4,482-27.5% | $3,332-2.5% |
| Admin fee / account holder | $1,844 | $5,065-63.6% | $8,020-77.0% | $4,645-60.3% |