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 | $48,826 | $91,190-46.5% | $178,490-72.6% | $79,858-38.9% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.7pp |
| Annual return | 15.82% | 24.19%-8.4pp | 151.07%-135.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,984 | $3,256-39.1% | $5,011-60.4% | $2,471-19.7% |
| Participant deferral / active EE | $3,339 | $3,236+3.2% | $5,202-35.8% | $3,740-10.7% |
| Admin fee / account holder | $15,232 | $6,751+125.6% | $13,984+8.9% | $5,306+187.1% |