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 | $59,403 | $98,750-39.8% | $149,696-60.3% | $79,858-25.6% |
| Participation rate | 73.4% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.8pp |
| Annual return | 13.16% | 27.43%-14.3pp | 276.60%-263.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,778 | $3,216-44.7% | $4,644-61.7% | $2,471-28.0% |
| Participant deferral / active EE | $3,138 | $5,680-44.8% | $6,842-54.1% | $3,740-16.1% |
| Admin fee / account holder | $5,891 | $6,053-2.7% | $9,309-36.7% | $5,306+11.0% |