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 | $63,004 | $80,717-21.9% | $154,803-59.3% | $84,808-25.7% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 16.46% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,982 | $2,761-28.2% | $4,305-54.0% | $2,631-24.7% |
| Participant deferral / active EE | $4,460 | $3,303+35.0% | $5,540-19.5% | $4,212+5.9% |
| Admin fee / account holder | $1,122 | $6,746-83.4% | $14,329-92.2% | $7,344-84.7% |