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 | $50,279 | $58,208-13.6% | $81,812-38.5% | $80,856-37.8% |
| Participation rate | 87.0% | 63.4%+23.6pp | 72.3%+14.7pp | 67.6%+19.4pp |
| Annual return | 16.91% | 41.66%-24.8pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,059 | $2,340-12.0% | $2,912-29.3% | $2,755-25.2% |
| Participant deferral / active EE | $2,753 | $3,281-16.1% | $4,319-36.3% | $4,296-35.9% |
| Admin fee / account holder | $3,788 | $4,981-24.0% | $7,386-48.7% | $6,918-45.2% |