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 | $65,464 | $102,317-36.0% | $146,958-55.5% | $80,856-19.0% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.2%-0.2pp | 67.6%+14.4pp |
| Annual return | 17.29% | 134.76%-117.5pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,250 | $3,713-39.4% | $4,933-54.4% | $2,755-18.3% |
| Participant deferral / active EE | $4,656 | $6,644-29.9% | $8,070-42.3% | $4,296+8.4% |
| Admin fee / account holder | $3,745 | $7,941-52.8% | $12,998-71.2% | $6,918-45.9% |