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 | $58,809 | $84,233-30.2% | $170,442-65.5% | $70,131-16.1% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 15.14% | 23.06%-7.9pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,022 | $3,387-40.3% | $5,433-62.8% | $2,342-13.7% |
| Participant deferral / active EE | $3,636 | $3,086+17.8% | $4,939-26.4% | $3,332+9.1% |
| Admin fee / account holder | $5,161 | $5,698-9.4% | $13,880-62.8% | $4,645+11.1% |