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 | $50,711 | $98,750-48.6% | $149,696-66.1% | $79,858-36.5% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.5%-0.4pp | 69.6%+12.5pp |
| Annual return | 12.93% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,761 | $3,216-14.2% | $4,644-40.5% | $2,471+11.7% |
| Participant deferral / active EE | $4,864 | $5,680-14.4% | $6,842-28.9% | $3,740+30.1% |
| Admin fee / account holder | $4,757 | $6,053-21.4% | $9,309-48.9% | $5,306-10.4% |