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 5-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 | $48,101 | $89,753-46.4% | $107,525-55.3% | $84,808-43.3% |
| Participation rate | 79.3% | 68.1%+11.2pp | 75.1%+4.2pp | 68.3%+11.0pp |
| Annual return | 16.05% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,591 | $3,113-16.8% | $3,754-31.0% | $2,631-1.5% |
| Participant deferral / active EE | $3,549 | $4,056-12.5% | $5,116-30.6% | $4,212-15.7% |
| Admin fee / account holder | $3,613 | $7,222-50.0% | $8,919-59.5% | $7,344-50.8% |