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 | $50,689 | $81,248-37.6% | $155,509-67.4% | $80,856-37.3% |
| Participation rate | 83.9% | 66.2%+17.6pp | 78.2%+5.7pp | 67.6%+16.2pp |
| Annual return | 14.14% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,180 | $3,100-61.9% | $4,672-74.7% | $2,755-57.2% |
| Participant deferral / active EE | $4,220 | $3,452+22.3% | $5,626-25.0% | $4,296-1.8% |
| Admin fee / account holder | $908 | $7,997-88.6% | $15,912-94.3% | $6,918-86.9% |