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 | $49,821 | $93,571-46.8% | $135,903-63.3% | $75,163-33.7% |
| Participation rate | 84.4% | 75.2%+9.2pp | 81.9%+2.5pp | 67.2%+17.2pp |
| Annual return | 17.18% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,178 | $3,537-38.4% | $4,856-55.1% | $2,670-18.4% |
| Participant deferral / active EE | $6,906 | $6,404+7.8% | $7,758-11.0% | $4,125+67.4% |
| Admin fee / account holder | $9,855 | $6,975+41.3% | $10,762-8.4% | $5,651+74.4% |