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 | $56,502 | $77,899-27.5% | $149,673-62.2% | $75,163-24.8% |
| Participation rate | 97.4% | 65.6%+31.8pp | 78.8%+18.6pp | 67.2%+30.2pp |
| Annual return | 14.32% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,316 | $3,137-58.1% | $4,818-72.7% | $2,670-50.7% |
| Participant deferral / active EE | $2,365 | $3,411-30.7% | $5,680-58.4% | $4,125-42.7% |
| Admin fee / account holder | $979 | $5,956-83.6% | $13,210-92.6% | $5,651-82.7% |