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 | $60,323 | $64,324-6.2% | $118,925-49.3% | $79,858-24.5% |
| Participation rate | 94.9% | 64.9%+30.0pp | 75.4%+19.5pp | 69.6%+25.2pp |
| Annual return | 15.90% | 86.45%-70.5pp | 35.88%-20.0pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,923 | $1,836+4.7% | $3,263-41.1% | $2,471-22.2% |
| Participant deferral / active EE | $2,121 | $2,824-24.9% | $4,265-50.3% | $3,740-43.3% |
| Admin fee / account holder | $386 | $4,040-90.5% | $6,581-94.1% | $5,306-92.7% |