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 | $58,320 | $63,346-7.9% | $92,233-36.8% | $70,131-16.8% |
| Participation rate | 84.4% | 68.7%+15.8pp | 76.5%+8.0pp | 69.5%+14.9pp |
| Annual return | 16.51% | 530.12%-513.6pp | 176.28%-159.8pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,735 | $2,471-29.8% | $3,679-52.8% | $2,342-25.9% |
| Participant deferral / active EE | $3,113 | $2,854+9.1% | $3,897-20.1% | $3,332-6.6% |
| Admin fee / account holder | $2,243 | $3,840-41.6% | $5,194-56.8% | $4,645-51.7% |