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 | $64,790 | $91,190-29.0% | $178,490-63.7% | $79,858-18.9% |
| Participation rate | 84.5% | 69.2%+15.3pp | 81.9%+2.6pp | 69.6%+14.8pp |
| Annual return | 10.72% | 24.19%-13.5pp | 151.07%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,423 | $3,256-56.3% | $5,011-71.6% | $2,471-42.4% |
| Participant deferral / active EE | $1,845 | $3,236-43.0% | $5,202-64.5% | $3,740-50.7% |
| Admin fee / account holder | $18,350 | $6,751+171.8% | $13,984+31.2% | $5,306+245.8% |