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 | $56,012 | $70,428-20.5% | $96,562-42.0% | $85,850-34.8% |
| Participation rate | 76.5% | 61.8%+14.7pp | 69.8%+6.7pp | 69.3%+7.2pp |
| Annual return | 13.49% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,176 | $1,413+54.0% | $2,356-7.7% | $2,565-15.2% |
| Participant deferral / active EE | $3,603 | $2,894+24.5% | $3,849-6.4% | $3,952-8.8% |
| Admin fee / account holder | $7,496 | $4,997+50.0% | $6,181+21.3% | $6,260+19.7% |