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 | $58,058 | $91,190-36.3% | $178,490-67.5% | $79,858-27.3% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 15.87% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,477 | $3,256-23.9% | $5,011-50.6% | $2,471+0.2% |
| Participant deferral / active EE | $4,387 | $3,236+35.6% | $5,202-15.7% | $3,740+17.3% |
| Admin fee / account holder | $7,487 | $6,751+10.9% | $13,984-46.5% | $5,306+41.1% |