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 | $53,073 | $81,248-34.7% | $155,509-65.9% | $80,856-34.4% |
| Participation rate | 89.3% | 66.2%+23.1pp | 78.2%+11.1pp | 67.6%+21.6pp |
| Annual return | 13.51% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,491 | $3,100+12.6% | $4,672-25.3% | $2,755+26.7% |
| Participant deferral / active EE | $6,611 | $3,452+91.5% | $5,626+17.5% | $4,296+53.9% |
| Admin fee / account holder | $3,786 | $7,997-52.7% | $15,912-76.2% | $6,918-45.3% |