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 | $48,387 | $117,983-59.0% | $101,794-52.5% | $142,382-66.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 15.39% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,726 | $2,773-37.7% | $2,289-24.6% | $4,299-59.8% |
| Participant deferral / active EE | $3,406 | $4,714-27.7% | $4,084-16.6% | $6,507-47.7% |
| Admin fee / account holder | $2,905 | $10,433-72.2% | $8,777-66.9% | $12,624-77.0% |