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 | $54,908 | $70,428-22.0% | $96,562-43.1% | $85,850-36.0% |
| Participation rate | 90.7% | 61.8%+28.9pp | 69.8%+20.9pp | 69.3%+21.4pp |
| Annual return | 19.39% | 18.59%+0.8pp | 37.78%-18.4pp | 318.53%-299.1pp |
| Employer contribution / active EE | $1,170 | $1,413-17.2% | $2,356-50.3% | $2,565-54.4% |
| Participant deferral / active EE | $2,104 | $2,894-27.3% | $3,849-45.3% | $3,952-46.8% |
| Admin fee / account holder | $455 | $4,997-90.9% | $6,181-92.6% | $6,260-92.7% |