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 | $32,894 | $65,409-49.7% | $98,442-66.6% | $85,850-61.7% |
| Participation rate | 74.4% | 65.0%+9.4pp | 73.3%+1.1pp | 69.3%+5.1pp |
| Annual return | 24.03% | 21.76%+2.3pp | 1492.73%-1468.7pp | 318.53%-294.5pp |
| Employer contribution / active EE | $2,263 | $2,168+4.4% | $2,960-23.6% | $2,565-11.8% |
| Participant deferral / active EE | $4,456 | $3,166+40.7% | $4,276+4.2% | $3,952+12.8% |
| Admin fee / account holder | $436 | $4,593-90.5% | $5,949-92.7% | $6,260-93.0% |