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 | $48,793 | $104,251-53.2% | $91,001-46.4% | $147,584-66.9% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 14.38% | 27.06%-12.7pp | 4.60%+9.8pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,992 | $3,116-36.1% | $2,456-18.9% | $4,876-59.1% |
| Participant deferral / active EE | $2,466 | $4,195-41.2% | $3,547-30.5% | $5,439-54.7% |
| Admin fee / account holder | $2,123 | $8,948-76.3% | $5,417-60.8% | $10,885-80.5% |