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 | $52,092 | $79,944-34.8% | $98,439-47.1% | $75,163-30.7% |
| Participation rate | 92.7% | 70.4%+22.3pp | 75.2%+17.5pp | 67.2%+25.5pp |
| Annual return | 16.84% | 19.75%-2.9pp | 21.16%-4.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,220 | $2,264-46.1% | $3,048-60.0% | $2,670-54.3% |
| Participant deferral / active EE | $1,842 | $3,752-50.9% | $4,738-61.1% | $4,125-55.3% |
| Admin fee / account holder | $16,112 | $6,840+135.6% | $8,948+80.1% | $5,651+185.1% |