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 | $51,176 | $58,523-12.6% | $99,443-48.5% | $72,985-29.9% |
| Participation rate | 90.9% | 64.6%+26.3pp | 73.8%+17.1pp | 69.5%+21.4pp |
| Annual return | 25.58% | 28.51%-2.9pp | 30.72%-5.1pp | 81.00%-55.4pp |
| Employer contribution / active EE | $3,536 | $1,512+133.9% | $2,540+39.2% | $2,440+44.9% |
| Participant deferral / active EE | $5,065 | $2,606+94.4% | $3,619+40.0% | $3,607+40.4% |
| Admin fee / account holder | $4,762 | $4,102+16.1% | $6,250-23.8% | $5,124-7.1% |