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 8-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 | $47,246 | $95,803-50.7% | $113,168-58.3% | $84,808-44.3% |
| Participation rate | 90.2% | 72.9%+17.3pp | 76.6%+13.6pp | 68.3%+21.9pp |
| Annual return | 13.11% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,483 | $2,360-37.1% | $2,975-50.1% | $2,631-43.6% |
| Participant deferral / active EE | $3,352 | $4,242-21.0% | $5,107-34.4% | $4,212-20.4% |
| Admin fee / account holder | $3,983 | $8,989-55.7% | $12,068-67.0% | $7,344-45.8% |