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 | $57,729 | $100,773-42.7% | $88,946-35.1% | $142,382-59.5% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 18.68% | 70.18%-51.5pp | 57.82%-39.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,148 | $2,918+7.9% | $2,555+23.2% | $4,299-26.8% |
| Participant deferral / active EE | $4,608 | $5,230-11.9% | $4,581+0.6% | $6,507-29.2% |
| Admin fee / account holder | $17,178 | $9,693+77.2% | $8,261+107.9% | $12,624+36.1% |