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 | $48,660 | $54,541-10.8% | $78,778-38.2% | $70,131-30.6% |
| Participation rate | 76.7% | 60.8%+15.9pp | 69.2%+7.5pp | 69.5%+7.1pp |
| Annual return | 19.33% | 21.07%-1.7pp | 35.62%-16.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $523 | $1,089-51.9% | $1,986-73.7% | $2,342-77.7% |
| Participant deferral / active EE | $2,792 | $2,210+26.3% | $2,958-5.6% | $3,332-16.2% |
| Admin fee / account holder | $820 | $3,709-77.9% | $5,134-84.0% | $4,645-82.3% |