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 | $60,430 | $96,484-37.4% | $75,886-20.4% | $152,861-60.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 17.77% | 33.98%-16.2pp | 30.76%-13.0pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,290 | $3,309+29.6% | $2,500+71.6% | $4,762-9.9% |
| Participant deferral / active EE | $10,886 | $4,553+139.1% | $3,603+202.1% | $5,850+86.1% |
| Admin fee / account holder | $13,129 | $8,078+62.5% | $5,418+142.3% | $11,596+13.2% |