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 | $48,211 | $74,888-35.6% | $71,209-32.3% | $142,382-66.1% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 14.51% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $992 | $2,854-65.3% | $2,721-63.5% | $4,299-76.9% |
| Participant deferral / active EE | $5,143 | $4,454+15.5% | $4,175+23.2% | $6,507-21.0% |
| Admin fee / account holder | $1,252 | $5,568-77.5% | $5,349-76.6% | $12,624-90.1% |