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 | $51,035 | $73,933-31.0% | $96,683-47.2% | $75,163-32.1% |
| Participation rate | 90.3% | 66.4%+23.9pp | 74.3%+16.0pp | 67.2%+23.1pp |
| Annual return | 16.11% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $4,488 | $2,928+53.3% | $3,737+20.1% | $2,670+68.1% |
| Participant deferral / active EE | $2,285 | $3,659-37.6% | $4,878-53.2% | $4,125-44.6% |
| Admin fee / account holder | $890 | $5,216-82.9% | $6,730-86.8% | $5,651-84.3% |