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 | $58,413 | $94,625-38.3% | $116,228-49.7% | $84,808-31.1% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.6%+11.2pp | 68.3%+17.4pp |
| Annual return | 15.29% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,571 | $2,347+52.2% | $2,994+19.3% | $2,631+35.7% |
| Participant deferral / active EE | $2,035 | $3,972-48.8% | $4,953-58.9% | $4,212-51.7% |
| Admin fee / account holder | $3,121 | $10,091-69.1% | $11,989-74.0% | $7,344-57.5% |