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 | $59,750 | $81,208-26.4% | $98,907-39.6% | $79,858-25.2% |
| Participation rate | 88.0% | 72.5%+15.5pp | 76.0%+12.0pp | 69.6%+18.4pp |
| Annual return | 16.99% | 60.99%-44.0pp | 196.43%-179.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,500 | $1,960+27.6% | $2,689-7.0% | $2,471+1.2% |
| Participant deferral / active EE | $4,920 | $3,265+50.7% | $4,244+15.9% | $3,740+31.6% |
| Admin fee / account holder | $6,621 | $6,013+10.1% | $6,642-0.3% | $5,306+24.8% |