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 | $65,322 | $118,680-45.0% | $98,907-34.0% | $158,922-58.9% |
| Participation rate | 84.2% | 77.8%+6.4pp | 76.0%+8.2pp | 82.0%+2.3pp |
| Annual return | 12.47% | 372.35%-359.9pp | 196.43%-184.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,973 | $3,333-40.8% | $2,689-26.6% | $4,761-58.6% |
| Participant deferral / active EE | $5,563 | $5,088+9.3% | $4,244+31.1% | $5,982-7.0% |
| Admin fee / account holder | $5,063 | $10,131-50.0% | $6,642-23.8% | $11,246-55.0% |