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 | $47,185 | $95,803-50.7% | $113,168-58.3% | $84,808-44.4% |
| Participation rate | 95.1% | 72.9%+22.2pp | 76.6%+18.5pp | 68.3%+26.8pp |
| Annual return | 17.02% | 25.00%-8.0pp | 24.27%-7.2pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,826 | $2,360-22.6% | $2,975-38.6% | $2,631-30.6% |
| Participant deferral / active EE | $4,381 | $4,242+3.3% | $5,107-14.2% | $4,212+4.0% |
| Admin fee / account holder | $2,025 | $8,989-77.5% | $12,068-83.2% | $7,344-72.4% |