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 | $58,672 | $81,248-27.8% | $155,509-62.3% | $80,856-27.4% |
| Participation rate | 74.6% | 66.2%+8.3pp | 78.2%-3.6pp | 67.6%+6.9pp |
| Annual return | 12.01% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,220 | $3,100-60.7% | $4,672-73.9% | $2,755-55.7% |
| Participant deferral / active EE | $2,205 | $3,452-36.1% | $5,626-60.8% | $4,296-48.7% |
| Admin fee / account holder | $4,472 | $7,997-44.1% | $15,912-71.9% | $6,918-35.4% |