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 | $53,089 | $98,750-46.2% | $149,696-64.5% | $79,858-33.5% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.5%+5.2pp | 69.6%+18.1pp |
| Annual return | 15.48% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,212 | $3,216-62.3% | $4,644-73.9% | $2,471-51.0% |
| Participant deferral / active EE | $4,132 | $5,680-27.3% | $6,842-39.6% | $3,740+10.5% |
| Admin fee / account holder | $4,158 | $6,053-31.3% | $9,309-55.3% | $5,306-21.6% |