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 | $50,656 | $59,101-14.3% | $77,163-34.4% | $75,163-32.6% |
| Participation rate | 87.8% | 63.9%+23.9pp | 69.6%+18.2pp | 67.2%+20.6pp |
| Annual return | 14.71% | 26.71%-12.0pp | 37.87%-23.2pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,704 | $1,995-14.6% | $2,535-32.8% | $2,670-36.2% |
| Participant deferral / active EE | $3,825 | $2,999+27.5% | $3,833-0.2% | $4,125-7.3% |
| Admin fee / account holder | $7,312 | $4,774+53.2% | $5,472+33.6% | $5,651+29.4% |