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 | $53,908 | $70,428-23.5% | $96,562-44.2% | $85,850-37.2% |
| Participation rate | 70.8% | 61.8%+9.0pp | 69.8%+1.0pp | 69.3%+1.5pp |
| Annual return | 19.04% | 18.59%+0.4pp | 37.78%-18.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,161 | $1,413-17.8% | $2,356-50.7% | $2,565-54.7% |
| Participant deferral / active EE | $4,024 | $2,894+39.1% | $3,849+4.5% | $3,952+1.8% |
| Admin fee / account holder | $4,794 | $4,997-4.1% | $6,181-22.4% | $6,260-23.4% |