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 | $49,104 | $99,985-50.9% | $146,665-66.5% | $85,850-42.8% |
| Participation rate | 88.0% | 73.1%+14.9pp | 80.1%+7.9pp | 69.3%+18.7pp |
| Annual return | 16.80% | 18.93%-2.1pp | 22.74%-5.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,053 | $2,559-19.8% | $4,136-50.4% | $2,565-20.0% |
| Participant deferral / active EE | $4,437 | $4,006+10.8% | $5,506-19.4% | $3,952+12.3% |
| Admin fee / account holder | $4,190 | $7,702-45.6% | $10,280-59.2% | $6,260-33.1% |