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 | $49,454 | $81,248-39.1% | $155,509-68.2% | $80,856-38.8% |
| Participation rate | 87.3% | 66.2%+21.0pp | 78.2%+9.1pp | 67.6%+19.6pp |
| Annual return | 23.10% | 33.31%-10.2pp | 64.67%-41.6pp | 35.59%-12.5pp |
| Employer contribution / active EE | $2,730 | $3,100-12.0% | $4,672-41.6% | $2,755-0.9% |
| Participant deferral / active EE | $4,401 | $3,452+27.5% | $5,626-21.8% | $4,296+2.5% |
| Admin fee / account holder | $800 | $7,997-90.0% | $15,912-95.0% | $6,918-88.4% |