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 | $58,976 | $72,071-18.2% | $68,368-13.7% | $137,256-57.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 15.30% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,548 | $2,788-44.5% | $2,649-41.6% | $4,156-62.8% |
| Participant deferral / active EE | $10,253 | $4,410+132.5% | $4,123+148.7% | $6,407+60.0% |
| Admin fee / account holder | $3,717 | $5,336-30.3% | $5,150-27.8% | $12,270-69.7% |