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 | $57,053 | $89,753-36.4% | $107,525-46.9% | $84,808-32.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.09% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,281 | $3,113-26.8% | $3,754-39.2% | $2,631-13.3% |
| Participant deferral / active EE | $4,203 | $4,056+3.6% | $5,116-17.8% | $4,212-0.2% |
| Admin fee / account holder | $3,186 | $7,222-55.9% | $8,919-64.3% | $7,344-56.6% |