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 | $47,956 | $89,753-46.6% | $107,525-55.4% | $84,808-43.5% |
| Participation rate | 90.4% | 68.1%+22.3pp | 75.1%+15.3pp | 68.3%+22.1pp |
| Annual return | 18.52% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,343 | $3,113+7.4% | $3,754-10.9% | $2,631+27.1% |
| Participant deferral / active EE | $3,223 | $4,056-20.6% | $5,116-37.0% | $4,212-23.5% |
| Admin fee / account holder | $9,558 | $7,222+32.3% | $8,919+7.2% | $7,344+30.1% |