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 | $48,486 | $77,899-37.8% | $149,673-67.6% | $75,163-35.5% |
| Participation rate | 71.9% | 65.6%+6.3pp | 78.8%-6.9pp | 67.2%+4.7pp |
| Annual return | 33.02% | 31.72%+1.3pp | 134.42%-101.4pp | 160.62%-127.6pp |
| Employer contribution / active EE | $1,607 | $3,137-48.8% | $4,818-66.6% | $2,670-39.8% |
| Participant deferral / active EE | $3,101 | $3,411-9.1% | $5,680-45.4% | $4,125-24.8% |
| Admin fee / account holder | $1,602 | $5,956-73.1% | $13,210-87.9% | $5,651-71.6% |