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 | $56,619 | $89,753-36.9% | $107,525-47.3% | $84,808-33.2% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 16.46% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,970 | $3,113-36.7% | $3,754-47.5% | $2,631-25.1% |
| Participant deferral / active EE | $4,027 | $4,056-0.7% | $5,116-21.3% | $4,212-4.4% |
| Admin fee / account holder | $3,566 | $7,222-50.6% | $8,919-60.0% | $7,344-51.4% |