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 | $63,042 | $86,286-26.9% | $111,297-43.4% | $85,850-26.6% |
| Participation rate | 91.2% | 73.3%+17.8pp | 77.3%+13.9pp | 69.3%+21.9pp |
| Annual return | 20.45% | 19.99%+0.5pp | 54.65%-34.2pp | 318.53%-298.1pp |
| Employer contribution / active EE | $1,702 | $2,043-16.7% | $2,731-37.7% | $2,565-33.7% |
| Participant deferral / active EE | $1,890 | $3,641-48.1% | $4,487-57.9% | $3,952-52.2% |
| Admin fee / account holder | $7,530 | $8,188-8.0% | $7,964-5.4% | $6,260+20.3% |