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 | $50,010 | $84,233-40.6% | $170,442-70.7% | $70,131-28.7% |
| Participation rate | 81.5% | 70.8%+10.7pp | 83.6%-2.1pp | 69.5%+11.9pp |
| Annual return | 16.02% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,316 | $3,387-31.6% | $5,433-57.4% | $2,342-1.1% |
| Participant deferral / active EE | $4,031 | $3,086+30.6% | $4,939-18.4% | $3,332+21.0% |
| Admin fee / account holder | $7,456 | $5,698+30.9% | $13,880-46.3% | $4,645+60.5% |