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 | $47,655 | $93,571-49.1% | $135,903-64.9% | $75,163-36.6% |
| Participation rate | 87.7% | 75.2%+12.5pp | 81.9%+5.7pp | 67.2%+20.5pp |
| Annual return | 19.12% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $4,764 | $3,537+34.7% | $4,856-1.9% | $2,670+78.4% |
| Participant deferral / active EE | $9,162 | $6,404+43.1% | $7,758+18.1% | $4,125+122.1% |
| Admin fee / account holder | $3,779 | $6,975-45.8% | $10,762-64.9% | $5,651-33.1% |