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 | $55,862 | $125,758-55.6% | $169,993-67.1% | $75,163-25.7% |
| Participation rate | 76.7% | 83.6%-6.9pp | 87.0%-10.3pp | 67.2%+9.5pp |
| Annual return | 34.78% | 27.20%+7.6pp | 53.37%-18.6pp | 160.62%-125.8pp |
| Employer contribution / active EE | $2,572 | $4,615-44.3% | $6,785-62.1% | $2,670-3.7% |
| Participant deferral / active EE | $3,656 | $6,837-46.5% | $10,408-64.9% | $4,125-11.4% |
| Admin fee / account holder | $8,952 | $8,173+9.5% | $12,815-30.1% | $5,651+58.4% |