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 | $46,604 | $101,724-54.2% | $164,813-71.7% | $80,856-42.4% |
| Participation rate | 87.5% | 71.8%+15.7pp | 78.6%+8.9pp | 67.6%+19.9pp |
| Annual return | 31.03% | 16.72%+14.3pp | 69.93%-38.9pp | 35.59%-4.6pp |
| Employer contribution / active EE | $1,772 | $2,953-40.0% | $4,341-59.2% | $2,755-35.7% |
| Participant deferral / active EE | $2,736 | $4,477-38.9% | $6,031-54.6% | $4,296-36.3% |
| Admin fee / account holder | $560 | $8,227-93.2% | $12,690-95.6% | $6,918-91.9% |