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 | $57,636 | $73,933-22.0% | $96,683-40.4% | $75,163-23.3% |
| Participation rate | 74.6% | 66.4%+8.2pp | 74.3%+0.3pp | 67.2%+7.4pp |
| Annual return | 17.33% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $4,161 | $2,928+42.1% | $3,737+11.4% | $2,670+55.9% |
| Participant deferral / active EE | $1,956 | $3,659-46.5% | $4,878-59.9% | $4,125-52.6% |
| Admin fee / account holder | $7,484 | $5,216+43.5% | $6,730+11.2% | $5,651+32.4% |