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 | $56,728 | $91,190-37.8% | $178,490-68.2% | $79,858-29.0% |
| Participation rate | 77.8% | 69.2%+8.6pp | 81.9%-4.1pp | 69.6%+8.1pp |
| Annual return | 19.22% | 24.19%-5.0pp | 151.07%-131.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,257 | $3,256-30.7% | $5,011-55.0% | $2,471-8.7% |
| Participant deferral / active EE | $8,967 | $3,236+177.1% | $5,202+72.4% | $3,740+139.8% |
| Admin fee / account holder | $3,805 | $6,751-43.6% | $13,984-72.8% | $5,306-28.3% |