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 | $65,973 | $89,753-26.5% | $107,525-38.6% | $84,808-22.2% |
| Participation rate | 76.3% | 68.1%+8.3pp | 75.1%+1.2pp | 68.3%+8.0pp |
| Annual return | 15.81% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,630 | $3,113-47.6% | $3,754-56.6% | $2,631-38.0% |
| Participant deferral / active EE | $5,191 | $4,056+28.0% | $5,116+1.5% | $4,212+23.3% |
| Admin fee / account holder | $2,952 | $7,222-59.1% | $8,919-66.9% | $7,344-59.8% |