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 | $59,887 | $76,552-21.8% | $123,892-51.7% | $62,891-4.8% |
| Participation rate | 96.6% | 73.0%+23.6pp | 81.4%+15.1pp | 69.3%+27.2pp |
| Annual return | 9.27% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,715 | $2,883-40.5% | $4,617-62.8% | $2,281-24.8% |
| Participant deferral / active EE | $3,868 | $4,840-20.1% | $5,984-35.4% | $3,203+20.8% |
| Admin fee / account holder | $7,155 | $4,826+48.3% | $8,357-14.4% | $4,296+66.6% |