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 | $61,177 | $98,750-38.0% | $149,696-59.1% | $79,858-23.4% |
| Participation rate | 96.6% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 14.19% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,592 | $3,216-50.5% | $4,644-65.7% | $2,471-35.6% |
| Participant deferral / active EE | $3,556 | $5,680-37.4% | $6,842-48.0% | $3,740-4.9% |
| Admin fee / account holder | $499 | $6,053-91.8% | $9,309-94.6% | $5,306-90.6% |