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 | $55,936 | $106,749-47.6% | $145,433-61.5% | $82,448-32.2% |
| Participation rate | 98.6% | 75.6%+23.0pp | 82.1%+16.5pp | 68.1%+30.6pp |
| Annual return | 15.13% | 27.59%-12.5pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,622 | $3,444-52.9% | $4,554-64.4% | $2,551-36.4% |
| Participant deferral / active EE | $5,249 | $6,519-19.5% | $7,897-33.5% | $4,139+26.8% |
| Admin fee / account holder | $4,059 | $8,390-51.6% | $13,129-69.1% | $7,234-43.9% |