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 | $89,753-38.2% | $107,525-48.4% | $84,808-34.6% |
| Participation rate | 95.7% | 68.1%+27.7pp | 75.1%+20.6pp | 68.3%+27.4pp |
| Annual return | 14.15% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,550 | $3,113-50.2% | $3,754-58.7% | $2,631-41.1% |
| Participant deferral / active EE | $3,496 | $4,056-13.8% | $5,116-31.7% | $4,212-17.0% |
| Admin fee / account holder | $2,308 | $7,222-68.0% | $8,919-74.1% | $7,344-68.6% |