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 | $47,368 | $53,777-11.9% | $134,143-64.7% | $79,858-40.7% |
| Participation rate | 92.7% | 58.8%+33.9pp | 72.2%+20.5pp | 69.6%+23.1pp |
| Annual return | 12.41% | 19.01%-6.6pp | 36.33%-23.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,032 | $2,420+25.3% | $3,499-13.3% | $3,740-18.9% |
| Admin fee / account holder | $4,454 | $3,984+11.8% | $6,684-33.4% | $5,306-16.1% |