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 | $48,152 | $93,571-48.5% | $135,903-64.6% | $75,163-35.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 24.84% | 30.90%-6.1pp | 68.23%-43.4pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,452 | $3,537-58.9% | $4,856-70.1% | $2,670-45.6% |
| Participant deferral / active EE | $3,797 | $6,404-40.7% | $7,758-51.1% | $4,125-8.0% |
| Admin fee / account holder | $9,790 | $6,975+40.3% | $10,762-9.0% | $5,651+73.2% |