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 | $47,783 | $89,355-46.5% | $141,162-66.1% | $72,985-34.5% |
| Participation rate | 93.8% | 75.1%+18.7pp | 82.5%+11.4pp | 69.5%+24.4pp |
| Annual return | 20.26% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,265 | $3,114-27.3% | $4,735-52.2% | $2,440-7.2% |
| Participant deferral / active EE | $3,513 | $5,418-35.2% | $6,709-47.6% | $3,607-2.6% |
| Admin fee / account holder | $9,657 | $5,958+62.1% | $10,261-5.9% | $5,124+88.5% |