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 | $52,724 | $91,190-42.2% | $178,490-70.5% | $79,858-34.0% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 15.04% | 24.19%-9.2pp | 151.07%-136.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $480 | $3,256-85.3% | $5,011-90.4% | $2,471-80.6% |
| Participant deferral / active EE | $5,195 | $3,236+60.5% | $5,202-0.1% | $3,740+38.9% |
| Admin fee / account holder | $2,893 | $6,751-57.1% | $13,984-79.3% | $5,306-45.5% |