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 | $47,938 | $72,277-33.7% | $101,248-52.7% | $79,858-40.0% |
| Participation rate | 93.6% | 68.5%+25.2pp | 75.8%+17.8pp | 69.6%+24.0pp |
| Annual return | 23.95% | 22.30%+1.7pp | 46.47%-22.5pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,331 | $2,692-13.4% | $3,660-36.3% | $2,471-5.7% |
| Participant deferral / active EE | $5,180 | $3,282+57.9% | $4,370+18.5% | $3,740+38.5% |
| Admin fee / account holder | $4,761 | $4,400+8.2% | $5,945-19.9% | $5,306-10.3% |