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 | $64,646 | $105,181-38.5% | $159,436-59.5% | $85,850-24.7% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 16.51% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,304 | $3,318-30.6% | $4,829-52.3% | $2,565-10.2% |
| Participant deferral / active EE | $7,201 | $5,945+21.1% | $7,352-2.1% | $3,952+82.2% |
| Admin fee / account holder | $6,529 | $6,933-5.8% | $10,799-39.5% | $6,260+4.3% |