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 | $45,591 | $65,041-29.9% | $90,951-49.9% | $79,858-42.9% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 12.65% | 30.45%-17.8pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,451 | $1,247+16.3% | $2,122-31.6% | $2,471-41.3% |
| Participant deferral / active EE | $3,590 | $2,512+42.9% | $3,373+6.4% | $3,740-4.0% |
| Admin fee / account holder | $3,579 | $4,536-21.1% | $5,959-39.9% | $5,306-32.6% |