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 | $62,357 | $77,899-20.0% | $149,673-58.3% | $75,163-17.0% |
| Participation rate | 73.0% | 65.6%+7.4pp | 78.8%-5.8pp | 67.2%+5.8pp |
| Annual return | 15.38% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,057 | $3,137-34.4% | $4,818-57.3% | $2,670-22.9% |
| Participant deferral / active EE | $3,092 | $3,411-9.4% | $5,680-45.6% | $4,125-25.1% |
| Admin fee / account holder | $3,960 | $5,956-33.5% | $13,210-70.0% | $5,651-29.9% |