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 | $47,672 | $77,899-38.8% | $149,673-68.1% | $75,163-36.6% |
| Participation rate | 90.2% | 65.6%+24.6pp | 78.8%+11.4pp | 67.2%+23.0pp |
| Annual return | 14.33% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,461 | $3,137-53.4% | $4,818-69.7% | $2,670-45.3% |
| Participant deferral / active EE | $2,487 | $3,411-27.1% | $5,680-56.2% | $4,125-39.7% |
| Admin fee / account holder | $1,469 | $5,956-75.3% | $13,210-88.9% | $5,651-74.0% |