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 | $46,809 | $51,708-9.5% | $106,619-56.1% | $62,891-25.6% |
| Participation rate | 89.3% | 66.9%+22.4pp | 78.0%+11.3pp | 69.3%+20.0pp |
| Annual return | 11.26% | 4.69%+6.6pp | 9.42%+1.8pp | 20.14%-8.9pp |
| Employer contribution / active EE | $859 | $1,764-51.3% | $3,947-78.2% | $2,281-62.3% |
| Participant deferral / active EE | $1,557 | $2,315-32.7% | $3,930-60.4% | $3,203-51.4% |
| Admin fee / account holder | $1,385 | $3,349-58.7% | $6,418-78.4% | $4,296-67.8% |