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 | $68,263 | $91,190-25.1% | $178,490-61.8% | $79,858-14.5% |
| Participation rate | 86.8% | 69.2%+17.6pp | 81.9%+4.9pp | 69.6%+17.2pp |
| Annual return | 20.86% | 24.19%-3.3pp | 151.07%-130.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,564 | $3,256-52.0% | $5,011-68.8% | $2,471-36.7% |
| Participant deferral / active EE | $4,816 | $3,236+48.8% | $5,202-7.4% | $3,740+28.8% |
| Admin fee / account holder | $5,016 | $6,751-25.7% | $13,984-64.1% | $5,306-5.5% |