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 | $57,192 | $81,474-29.8% | $133,956-57.3% | $73,488-22.2% |
| Participation rate | 92.4% | 76.4%+16.0pp | 79.8%+12.5pp | 70.7%+21.7pp |
| Annual return | 14.06% | 19.40%-5.3pp | 45.09%-31.0pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,490 | $2,209-32.5% | $3,919-62.0% | $2,270-34.4% |
| Participant deferral / active EE | $2,795 | $3,786-26.2% | $5,048-44.6% | $3,740-25.3% |
| Admin fee / account holder | $3,115 | $713+336.8% | $8,927-65.1% | $513+507.1% |