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 | $52,951 | $80,717-34.4% | $154,803-65.8% | $84,808-37.6% |
| Participation rate | 88.2% | 66.8%+21.4pp | 78.1%+10.2pp | 68.3%+19.9pp |
| Annual return | 16.17% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,243 | $2,761-55.0% | $4,305-71.1% | $2,631-52.8% |
| Participant deferral / active EE | $3,137 | $3,303-5.0% | $5,540-43.4% | $4,212-25.5% |
| Admin fee / account holder | $8,610 | $6,746+27.6% | $14,329-39.9% | $7,344+17.2% |