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 | $60,322 | $93,571-35.5% | $135,903-55.6% | $75,163-19.7% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.7pp | 67.2%+28.5pp |
| Annual return | 19.68% | 30.90%-11.2pp | 68.23%-48.6pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,176 | $3,537-38.5% | $4,856-55.2% | $2,670-18.5% |
| Participant deferral / active EE | $6,074 | $6,404-5.1% | $7,758-21.7% | $4,125+47.3% |
| Admin fee / account holder | $2,920 | $6,975-58.1% | $10,762-72.9% | $5,651-48.3% |