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 | $46,368 | $91,190-49.2% | $178,490-74.0% | $79,858-41.9% |
| Participation rate | 90.3% | 69.2%+21.1pp | 81.9%+8.4pp | 69.6%+20.7pp |
| Annual return | 15.78% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,632 | $3,256-49.9% | $5,011-67.4% | $2,471-34.0% |
| Participant deferral / active EE | $1,673 | $3,236-48.3% | $5,202-67.8% | $3,740-55.3% |
| Admin fee / account holder | $5,655 | $6,751-16.2% | $13,984-59.6% | $5,306+6.6% |