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 | $58,086 | $71,050-18.2% | $93,606-37.9% | $80,856-28.2% |
| Participation rate | 94.4% | 60.4%+34.0pp | 68.7%+25.7pp | 67.6%+26.8pp |
| Annual return | 14.59% | 11.26%+3.3pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,155 | $1,564-26.2% | $2,420-52.3% | $2,755-58.1% |
| Participant deferral / active EE | $3,966 | $4,034-1.7% | $4,411-10.1% | $4,296-7.7% |
| Admin fee / account holder | $8,272 | $6,945+19.1% | $8,285-0.2% | $6,918+19.6% |