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 | $64,419 | $105,181-38.8% | $159,436-59.6% | $85,850-25.0% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.8%-0.1pp | 69.3%+13.4pp |
| Annual return | 15.91% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,602 | $3,318-21.6% | $4,829-46.1% | $2,565+1.4% |
| Participant deferral / active EE | $4,985 | $5,945-16.1% | $7,352-32.2% | $3,952+26.1% |
| Admin fee / account holder | $1,843 | $6,933-73.4% | $10,799-82.9% | $6,260-70.6% |