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 | $56,830 | $93,571-39.3% | $135,903-58.2% | $75,163-24.4% |
| Participation rate | 88.7% | 75.2%+13.6pp | 81.9%+6.8pp | 67.2%+21.5pp |
| Annual return | 18.00% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,783 | $3,537-49.6% | $4,856-63.3% | $2,670-33.2% |
| Participant deferral / active EE | $5,157 | $6,404-19.5% | $7,758-33.5% | $4,125+25.0% |
| Admin fee / account holder | $405 | $6,975-94.2% | $10,762-96.2% | $5,651-92.8% |