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 | $48,987 | $85,766-42.9% | $136,294-64.1% | $70,131-30.1% |
| Participation rate | 85.0% | 74.2%+10.8pp | 81.9%+3.1pp | 69.5%+15.5pp |
| Annual return | 17.57% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $659 | $2,966-77.8% | $4,695-86.0% | $2,342-71.9% |
| Participant deferral / active EE | $2,863 | $5,051-43.3% | $6,247-54.2% | $3,332-14.1% |
| Admin fee / account holder | $6,234 | $5,420+15.0% | $9,243-32.6% | $4,645+34.2% |