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 | $55,125 | $78,672-29.9% | $109,143-49.5% | $85,850-35.8% |
| Participation rate | 88.1% | 68.3%+19.8pp | 75.9%+12.2pp | 69.3%+18.7pp |
| Annual return | 13.15% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,249 | $2,735-54.3% | $3,722-66.4% | $2,565-51.3% |
| Participant deferral / active EE | $2,548 | $3,467-26.5% | $4,653-45.2% | $3,952-35.5% |
| Admin fee / account holder | $1,579 | $5,469-71.1% | $6,752-76.6% | $6,260-74.8% |