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 | $68,557 | $91,190-24.8% | $178,490-61.6% | $79,858-14.2% |
| Participation rate | 82.7% | 69.2%+13.5pp | 81.9%+0.8pp | 69.6%+13.1pp |
| Annual return | 21.20% | 24.19%-3.0pp | 151.07%-129.9pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,453 | $3,256-24.6% | $5,011-51.0% | $2,471-0.7% |
| Participant deferral / active EE | $3,170 | $3,236-2.0% | $5,202-39.1% | $3,740-15.2% |
| Admin fee / account holder | $1,137 | $6,751-83.2% | $13,984-91.9% | $5,306-78.6% |