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 | $48,926 | $77,634-37.0% | $156,549-68.7% | $62,891-22.2% |
| Participation rate | 89.3% | 71.2%+18.1pp | 84.0%+5.3pp | 69.3%+20.0pp |
| Annual return | 5.33% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,269 | $3,444-63.1% | $5,501-76.9% | $2,281-44.4% |
| Participant deferral / active EE | $3,403 | $3,045+11.7% | $4,871-30.1% | $3,203+6.2% |
| Admin fee / account holder | $9,639 | $5,561+73.3% | $13,027-26.0% | $4,296+124.4% |