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 | $73,185 | $101,724-28.1% | $164,813-55.6% | $80,856-9.5% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.6%+29.5pp |
| Annual return | 12.65% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,176 | $2,953-60.2% | $4,341-72.9% | $2,755-57.3% |
| Participant deferral / active EE | $3,283 | $4,477-26.7% | $6,031-45.6% | $4,296-23.6% |
| Admin fee / account holder | $11,988 | $8,227+45.7% | $12,690-5.5% | $6,918+73.3% |