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 | $53,904 | $105,181-48.8% | $159,436-66.2% | $85,850-37.2% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.8%+1.3pp | 69.3%+14.8pp |
| Annual return | 16.50% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,747 | $3,318-17.2% | $4,829-43.1% | $2,565+7.1% |
| Participant deferral / active EE | $4,659 | $5,945-21.6% | $7,352-36.6% | $3,952+17.9% |
| Admin fee / account holder | $596 | $6,933-91.4% | $10,799-94.5% | $6,260-90.5% |