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 | $48,863 | $80,717-39.5% | $154,803-68.4% | $84,808-42.4% |
| Participation rate | 73.8% | 66.8%+6.9pp | 78.1%-4.3pp | 68.3%+5.4pp |
| Annual return | 16.00% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,486 | $2,761-46.2% | $4,305-65.5% | $2,631-43.5% |
| Participant deferral / active EE | $2,068 | $3,303-37.4% | $5,540-62.7% | $4,212-50.9% |
| Admin fee / account holder | $1,147 | $6,746-83.0% | $14,329-92.0% | $7,344-84.4% |