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 | $53,475 | $95,416-44.0% | $185,823-71.2% | $85,850-37.7% |
| Participation rate | 81.6% | 68.8%+12.8pp | 81.7%-0.1pp | 69.3%+12.3pp |
| Annual return | 14.71% | 23.59%-8.9pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,767 | $3,314-46.7% | $5,167-65.8% | $2,565-31.1% |
| Participant deferral / active EE | $2,801 | $3,423-18.2% | $5,568-49.7% | $3,952-29.1% |
| Admin fee / account holder | $1,816 | $7,213-74.8% | $16,237-88.8% | $6,260-71.0% |