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 | $57,851 | $87,733-34.1% | $106,548-45.7% | $85,850-32.6% |
| Participation rate | 87.7% | 71.9%+15.8pp | 76.1%+11.6pp | 69.3%+18.4pp |
| Annual return | 14.75% | 21.86%-7.1pp | 26.80%-12.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,013 | $2,073+45.4% | $2,819+6.9% | $2,565+17.5% |
| Participant deferral / active EE | $5,779 | $3,469+66.6% | $4,398+31.4% | $3,952+46.2% |
| Admin fee / account holder | $9,213 | $6,767+36.1% | $7,407+24.4% | $6,260+47.2% |