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 | $58,036 | $91,190-36.4% | $178,490-67.5% | $79,858-27.3% |
| Participation rate | 95.2% | 69.2%+26.0pp | 81.9%+13.3pp | 69.6%+25.6pp |
| Annual return | 17.60% | 24.19%-6.6pp | 151.07%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $4,338 | $3,256+33.3% | $5,011-13.4% | $2,471+75.6% |
| Participant deferral / active EE | $4,134 | $3,236+27.7% | $5,202-20.5% | $3,740+10.5% |
| Admin fee / account holder | $5,125 | $6,751-24.1% | $13,984-63.3% | $5,306-3.4% |