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 | $62,525 | $102,317-38.9% | $146,958-57.5% | $80,856-22.7% |
| Participation rate | 84.9% | 75.8%+9.1pp | 82.2%+2.8pp | 67.6%+17.3pp |
| Annual return | 14.61% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,661 | $3,713-28.3% | $4,933-46.1% | $2,755-3.4% |
| Participant deferral / active EE | $5,089 | $6,644-23.4% | $8,070-36.9% | $4,296+18.5% |
| Admin fee / account holder | $7,531 | $7,941-5.2% | $12,998-42.1% | $6,918+8.9% |