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 | $55,482 | $88,672-37.4% | $105,223-47.3% | $82,448-32.7% |
| Participation rate | 95.7% | 67.9%+27.8pp | 75.0%+20.7pp | 68.1%+27.6pp |
| Annual return | 14.15% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,550 | $3,048-49.1% | $3,689-58.0% | $2,551-39.2% |
| Participant deferral / active EE | $3,496 | $4,036-13.4% | $5,072-31.1% | $4,139-15.5% |
| Admin fee / account holder | $2,308 | $7,146-67.7% | $8,859-73.9% | $7,234-68.1% |