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 | $57,309 | $84,149-31.9% | $76,080-24.7% | $167,490-65.8% |
| Participation rate | 90.0% | 84.9%+5.1pp | 79.4%+10.6pp | 82.1%+7.9pp |
| Annual return | 16.64% | 54.99%-38.3pp | 42.50%-25.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,886 | $4,618-59.2% | $3,962-52.4% | $4,837-61.0% |
| Participant deferral / active EE | $2,889 | $5,796-50.2% | $4,905-41.1% | $6,341-54.4% |
| Admin fee / account holder | $7,260 | $6,410+13.3% | $4,883+48.7% | $12,309-41.0% |