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 | $49,934 | $62,573-20.2% | $85,682-41.7% | $85,850-41.8% |
| Participation rate | 93.2% | 61.1%+32.0pp | 69.9%+23.3pp | 69.3%+23.9pp |
| Annual return | 12.30% | 23.77%-11.5pp | 21.49%-9.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,180 | $1,757+24.1% | $2,618-16.8% | $2,565-15.0% |
| Participant deferral / active EE | $6,133 | $2,802+118.8% | $3,923+56.3% | $3,952+55.2% |
| Admin fee / account holder | $6,033 | $4,640+30.0% | $6,873-12.2% | $6,260-3.6% |