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 | $46,564 | $78,672-40.8% | $109,143-57.3% | $85,850-45.8% |
| Participation rate | 92.5% | 68.3%+24.3pp | 75.9%+16.7pp | 69.3%+23.2pp |
| Annual return | 11.38% | 25.09%-13.7pp | 25.75%-14.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $6,327 | $2,735+131.3% | $3,722+70.0% | $2,565+146.6% |
| Participant deferral / active EE | $3,630 | $3,467+4.7% | $4,653-22.0% | $3,952-8.2% |
| Admin fee / account holder | $2,683 | $5,469-50.9% | $6,752-60.3% | $6,260-57.1% |