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 | $60,911 | $101,724-40.1% | $164,813-63.0% | $80,856-24.7% |
| Participation rate | 98.7% | 71.8%+26.9pp | 78.6%+20.1pp | 67.6%+31.0pp |
| Annual return | 16.22% | 16.72%-0.5pp | 69.93%-53.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,194 | $2,953-25.7% | $4,341-49.4% | $2,755-20.3% |
| Participant deferral / active EE | $2,150 | $4,477-52.0% | $6,031-64.3% | $4,296-49.9% |
| Admin fee / account holder | $8,380 | $8,227+1.9% | $12,690-34.0% | $6,918+21.1% |