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 | $58,858 | $109,359-46.2% | $162,163-63.7% | $72,985-19.4% |
| Participation rate | 81.5% | 84.3%-2.8pp | 87.6%-6.1pp | 69.5%+12.0pp |
| Annual return | 19.95% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,261 | $3,907-67.7% | $5,614-77.5% | $2,440-48.3% |
| Participant deferral / active EE | $2,903 | $5,481-47.0% | $7,298-60.2% | $3,607-19.5% |
| Admin fee / account holder | $1,134 | $7,972-85.8% | $10,843-89.5% | $5,124-77.9% |