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 | $59,727 | $91,552-34.8% | $133,956-55.4% | $79,858-25.2% |
| Participation rate | 86.5% | 73.3%+13.1pp | 79.8%+6.6pp | 69.6%+16.9pp |
| Annual return | 12.80% | 61.85%-49.0pp | 45.09%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,533 | $2,384-35.7% | $3,919-60.9% | $2,471-38.0% |
| Participant deferral / active EE | $1,799 | $3,733-51.8% | $5,048-64.4% | $3,740-51.9% |
| Admin fee / account holder | $12,795 | $6,321+102.4% | $8,927+43.3% | $5,306+141.1% |