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 | $65,673 | $95,561-31.3% | $77,163-14.9% | $139,434-52.9% |
| Participation rate | 95.8% | 73.9%+21.9pp | 69.6%+26.3pp | 80.3%+15.5pp |
| Annual return | 18.00% | 54.92%-36.9pp | 37.87%-19.9pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,793 | $3,147-11.3% | $2,535+10.2% | $4,751-41.2% |
| Participant deferral / active EE | $6,476 | $4,624+40.1% | $3,833+68.9% | $6,710-3.5% |
| Admin fee / account holder | $2,698 | $8,295-67.5% | $5,472-50.7% | $11,403-76.3% |