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 | $47,292 | $101,724-53.5% | $164,813-71.3% | $80,856-41.5% |
| Participation rate | 86.7% | 71.8%+14.8pp | 78.6%+8.1pp | 67.6%+19.0pp |
| Annual return | 18.11% | 16.72%+1.4pp | 69.93%-51.8pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,873 | $2,953-36.6% | $4,341-56.9% | $2,755-32.0% |
| Participant deferral / active EE | $2,784 | $4,477-37.8% | $6,031-53.8% | $4,296-35.2% |
| Admin fee / account holder | $1,293 | $8,227-84.3% | $12,690-89.8% | $6,918-81.3% |