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 | $58,069 | $95,416-39.1% | $185,823-68.8% | $85,850-32.4% |
| Participation rate | 94.9% | 68.8%+26.1pp | 81.7%+13.2pp | 69.3%+25.6pp |
| Annual return | 13.72% | 23.59%-9.9pp | 122.05%-108.3pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,682 | $3,314-19.1% | $5,167-48.1% | $2,565+4.6% |
| Participant deferral / active EE | $3,266 | $3,423-4.6% | $5,568-41.3% | $3,952-17.3% |
| Admin fee / account holder | $5,099 | $7,213-29.3% | $16,237-68.6% | $6,260-18.5% |