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 | $49,046 | $62,573-21.6% | $85,682-42.8% | $85,850-42.9% |
| Participation rate | 81.5% | 61.1%+20.3pp | 69.9%+11.6pp | 69.3%+12.2pp |
| Annual return | 14.66% | 23.77%-9.1pp | 21.49%-6.8pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,499 | $1,757-14.6% | $2,618-42.7% | $2,565-41.5% |
| Participant deferral / active EE | $3,176 | $2,802+13.3% | $3,923-19.0% | $3,952-19.6% |
| Admin fee / account holder | $2,184 | $4,640-52.9% | $6,873-68.2% | $6,260-65.1% |