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 | $48,321 | $83,477-42.1% | $125,175-61.4% | $72,985-33.8% |
| Participation rate | 93.2% | 73.3%+19.9pp | 79.8%+13.4pp | 69.5%+23.7pp |
| Annual return | 21.78% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,671 | $2,345-28.8% | $3,865-56.8% | $2,440-31.5% |
| Participant deferral / active EE | $3,437 | $3,585-4.1% | $4,937-30.4% | $3,607-4.7% |
| Admin fee / account holder | $2,941 | $5,517-46.7% | $9,702-69.7% | $5,124-42.6% |