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 | $58,255 | $103,376-43.6% | $87,100-33.1% | $152,861-61.9% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 13.18% | 28.10%-14.9pp | 28.19%-15.0pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,771 | $3,220-45.0% | $2,521-29.8% | $4,762-62.8% |
| Participant deferral / active EE | $3,229 | $4,778-32.4% | $4,049-20.3% | $5,850-44.8% |
| Admin fee / account holder | $3,418 | $12,205-72.0% | $7,497-54.4% | $11,596-70.5% |