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 | $56,015 | $91,190-38.6% | $178,490-68.6% | $79,858-29.9% |
| Participation rate | 88.2% | 69.2%+19.0pp | 81.9%+6.3pp | 69.6%+18.6pp |
| Annual return | 17.41% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,981 | $3,256-39.2% | $5,011-60.5% | $2,471-19.8% |
| Participant deferral / active EE | $4,866 | $3,236+50.4% | $5,202-6.5% | $3,740+30.1% |
| Admin fee / account holder | $2,050 | $6,751-69.6% | $13,984-85.3% | $5,306-61.4% |