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 | $79,180 | $99,985-20.8% | $146,665-46.0% | $85,850-7.8% |
| Participation rate | 86.0% | 73.1%+13.0pp | 80.1%+6.0pp | 69.3%+16.7pp |
| Annual return | 12.55% | 18.93%-6.4pp | 22.74%-10.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,939 | $2,559-24.2% | $4,136-53.1% | $2,565-24.4% |
| Participant deferral / active EE | $2,897 | $4,006-27.7% | $5,506-47.4% | $3,952-26.7% |
| Admin fee / account holder | $1,402 | $7,702-81.8% | $10,280-86.4% | $6,260-77.6% |