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 | $59,658 | $84,233-29.2% | $170,442-65.0% | $70,131-14.9% |
| Participation rate | 85.5% | 70.8%+14.7pp | 83.6%+1.9pp | 69.5%+16.0pp |
| Annual return | 15.01% | 23.06%-8.1pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,169 | $3,387-65.5% | $5,433-78.5% | $2,342-50.1% |
| Participant deferral / active EE | $6,142 | $3,086+99.0% | $4,939+24.3% | $3,332+84.3% |
| Admin fee / account holder | $9,474 | $5,698+66.3% | $13,880-31.7% | $4,645+103.9% |