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 | $49,947 | $85,766-41.8% | $136,294-63.4% | $70,131-28.8% |
| Participation rate | 88.1% | 74.2%+13.9pp | 81.9%+6.2pp | 69.5%+18.6pp |
| Annual return | 19.47% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,577 | $2,966-46.8% | $4,695-66.4% | $2,342-32.7% |
| Participant deferral / active EE | $3,065 | $5,051-39.3% | $6,247-50.9% | $3,332-8.0% |
| Admin fee / account holder | $1,126 | $5,420-79.2% | $9,243-87.8% | $4,645-75.8% |