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 | $52,153 | $106,890-51.2% | $84,015-37.9% | $152,861-65.9% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 18.66% | 104.99%-86.3pp | 71.31%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,199 | $2,734-56.1% | $1,983-39.5% | $4,762-74.8% |
| Participant deferral / active EE | $2,449 | $4,011-39.0% | $3,239-24.4% | $5,850-58.1% |
| Admin fee / account holder | $4,783 | $8,285-42.3% | $6,101-21.6% | $11,596-58.8% |