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 | $52,268 | $95,416-45.2% | $185,823-71.9% | $85,850-39.1% |
| Participation rate | 96.8% | 68.8%+28.0pp | 81.7%+15.1pp | 69.3%+27.5pp |
| Annual return | 12.21% | 23.59%-11.4pp | 122.05%-109.8pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,315 | $3,314-30.1% | $5,167-55.2% | $2,565-9.7% |
| Participant deferral / active EE | $3,826 | $3,423+11.8% | $5,568-31.3% | $3,952-3.2% |
| Admin fee / account holder | $11,873 | $7,213+64.6% | $16,237-26.9% | $6,260+89.7% |