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 | $60,806 | $93,373-34.9% | $152,466-60.1% | $85,850-29.2% |
| Participation rate | 84.6% | 70.1%+14.5pp | 78.2%+6.4pp | 69.3%+15.3pp |
| Annual return | 12.35% | 21.84%-9.5pp | 757.33%-745.0pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,528 | $2,996-15.6% | $4,327-41.6% | $2,565-1.4% |
| Participant deferral / active EE | $2,875 | $4,550-36.8% | $5,820-50.6% | $3,952-27.2% |
| Admin fee / account holder | $1,251 | $13,853-91.0% | $15,805-92.1% | $6,260-80.0% |