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 | $59,220 | $98,463-39.9% | $119,258-50.3% | $85,850-31.0% |
| Participation rate | 98.8% | 77.6%+21.2pp | 82.7%+16.1pp | 69.3%+29.5pp |
| Annual return | 12.83% | 38.53%-25.7pp | 30.69%-17.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,873 | $3,698-22.3% | $4,384-34.5% | $2,565+12.0% |
| Participant deferral / active EE | $3,879 | $4,942-21.5% | $6,111-36.5% | $3,952-1.8% |
| Admin fee / account holder | $6,258 | $7,493-16.5% | $7,226-13.4% | $6,2600% |