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 | $62,082 | $72,277-14.1% | $101,248-38.7% | $79,858-22.3% |
| Participation rate | 97.8% | 68.5%+29.3pp | 75.8%+22.0pp | 69.6%+28.1pp |
| Annual return | 16.11% | 22.30%-6.2pp | 46.47%-30.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,977 | $2,692-26.6% | $3,660-46.0% | $2,471-20.0% |
| Participant deferral / active EE | $5,963 | $3,282+81.7% | $4,370+36.4% | $3,740+59.4% |
| Admin fee / account holder | $1,665 | $4,400-62.2% | $5,945-72.0% | $5,306-68.6% |