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 | $64,675 | $72,071-10.3% | $68,368-5.4% | $137,256-52.9% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 14.22% | 353.14%-338.9pp | 292.57%-278.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,646 | $2,788-40.9% | $2,649-37.8% | $4,156-60.4% |
| Participant deferral / active EE | $4,908 | $4,410+11.3% | $4,123+19.0% | $6,407-23.4% |
| Admin fee / account holder | $2,777 | $5,336-48.0% | $5,150-46.1% | $12,270-77.4% |