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 | $77,065 | $102,317-24.7% | $146,958-47.6% | $80,856-4.7% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.2%-8.3pp | 67.6%+6.2pp |
| Annual return | 18.13% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,963 | $3,713-20.2% | $4,933-39.9% | $2,755+7.6% |
| Participant deferral / active EE | $6,958 | $6,644+4.7% | $8,070-13.8% | $4,296+62.0% |
| Admin fee / account holder | $4,297 | $7,941-45.9% | $12,998-66.9% | $6,918-37.9% |