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 | $47,957 | $58,512-18.0% | $84,015-42.9% | $72,985-34.3% |
| Participation rate | 75.7% | 61.2%+14.4pp | 69.0%+6.7pp | 69.5%+6.2pp |
| Annual return | 31.65% | 28.93%+2.7pp | 71.31%-39.7pp | 81.00%-49.3pp |
| Employer contribution / active EE | $493 | $1,163-57.6% | $1,983-75.2% | $2,440-79.8% |
| Participant deferral / active EE | $2,769 | $2,394+15.7% | $3,239-14.5% | $3,607-23.3% |
| Admin fee / account holder | $316 | $4,569-93.1% | $6,101-94.8% | $5,124-93.8% |