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 | $50,871 | $80,968-37.2% | $96,544-47.3% | $75,163-32.3% |
| Participation rate | 82.8% | 71.8%+11.0pp | 76.0%+6.8pp | 67.2%+15.6pp |
| Annual return | 13.17% | 27.06%-13.9pp | 25.84%-12.7pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,025 | $2,282-55.1% | $2,965-65.4% | $2,670-61.6% |
| Participant deferral / active EE | $4,384 | $3,928+11.6% | $4,851-9.6% | $4,125+6.3% |
| Admin fee / account holder | $5,094 | $6,724-24.2% | $8,252-38.3% | $5,651-9.9% |