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 | $53,544 | $89,753-40.3% | $107,525-50.2% | $84,808-36.9% |
| Participation rate | 94.0% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.7pp |
| Annual return | 16.08% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,060 | $3,113-1.7% | $3,754-18.5% | $2,631+16.3% |
| Participant deferral / active EE | $4,889 | $4,056+20.5% | $5,116-4.4% | $4,212+16.1% |
| Admin fee / account holder | $8,866 | $7,222+22.8% | $8,919-0.6% | $7,344+20.7% |