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 | $50,153 | $85,022-41.0% | $70,515-28.9% | $139,434-64.0% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 16.47% | 30.38%-13.9pp | 32.77%-16.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,181 | $3,909-44.2% | $2,973-26.7% | $4,751-54.1% |
| Participant deferral / active EE | $4,325 | $5,890-26.6% | $4,567-5.3% | $6,710-35.6% |
| Admin fee / account holder | $5,686 | $8,906-36.2% | $6,412-11.3% | $11,403-50.1% |