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 | $47,876 | $53,127-9.9% | $86,590-44.7% | $70,131-31.7% |
| Participation rate | 89.1% | 65.3%+23.8pp | 73.5%+15.6pp | 69.5%+19.6pp |
| Annual return | 16.97% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $818 | $2,068-60.5% | $2,839-71.2% | $2,342-65.1% |
| Participant deferral / active EE | $2,449 | $2,696-9.1% | $3,609-32.1% | $3,332-26.5% |
| Admin fee / account holder | $4,003 | $3,585+11.6% | $4,906-18.4% | $4,645-13.8% |