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 | $55,656 | $107,452-48.2% | $91,541-39.2% | $142,382-60.9% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 18.31% | 22.06%-3.7pp | 20.50%-2.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,195 | $2,994-26.7% | $2,505-12.4% | $4,299-48.9% |
| Participant deferral / active EE | $6,548 | $4,754+37.7% | $4,008+63.4% | $6,507+0.6% |
| Admin fee / account holder | $5,711 | $8,834-35.4% | $6,956-17.9% | $12,624-54.8% |