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 | $48,488 | $54,541-11.1% | $78,778-38.4% | $70,131-30.9% |
| Participation rate | 87.3% | 60.8%+26.5pp | 69.2%+18.1pp | 69.5%+17.8pp |
| Annual return | 16.05% | 21.07%-5.0pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $869 | $1,089-20.1% | $1,986-56.2% | $2,342-62.9% |
| Participant deferral / active EE | $3,380 | $2,210+52.9% | $2,958+14.3% | $3,332+1.5% |
| Admin fee / account holder | $2,061 | $3,709-44.4% | $5,134-59.9% | $4,645-55.6% |