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 | $61,214 | $84,233-27.3% | $170,442-64.1% | $70,131-12.7% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 15.14% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,680 | $3,387-50.4% | $5,433-69.1% | $2,342-28.3% |
| Participant deferral / active EE | $4,640 | $3,086+50.4% | $4,939-6.1% | $3,332+39.3% |
| Admin fee / account holder | $2,182 | $5,698-61.7% | $13,880-84.3% | $4,645-53.0% |