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 | $53,710 | $95,416-43.7% | $185,823-71.1% | $85,850-37.4% |
| Participation rate | 78.1% | 68.8%+9.4pp | 81.7%-3.6pp | 69.3%+8.8pp |
| Annual return | 13.98% | 23.59%-9.6pp | 122.05%-108.1pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,856 | $3,314-44.0% | $5,167-64.1% | $2,565-27.6% |
| Participant deferral / active EE | $4,231 | $3,423+23.6% | $5,568-24.0% | $3,952+7.1% |
| Admin fee / account holder | $11,617 | $7,213+61.1% | $16,237-28.5% | $6,260+85.6% |