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 | $48,411 | $104,251-53.6% | $91,001-46.8% | $147,584-67.2% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.6%+18.5pp | 82.8%+11.3pp |
| Annual return | 17.67% | 27.06%-9.4pp | 4.60%+13.1pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,475 | $3,116-52.7% | $2,456-39.9% | $4,876-69.8% |
| Participant deferral / active EE | $3,608 | $4,195-14.0% | $3,547+1.7% | $5,439-33.7% |
| Admin fee / account holder | $4,698 | $8,948-47.5% | $5,417-13.3% | $10,885-56.8% |