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 | $56,399 | $88,672-36.4% | $105,223-46.4% | $82,448-31.6% |
| Participation rate | 81.8% | 67.9%+13.9pp | 75.0%+6.8pp | 68.1%+13.8pp |
| Annual return | 18.05% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,162 | $3,048+3.7% | $3,689-14.3% | $2,551+24.0% |
| Participant deferral / active EE | $4,287 | $4,036+6.2% | $5,072-15.5% | $4,139+3.6% |
| Admin fee / account holder | $3,662 | $7,146-48.8% | $8,859-58.7% | $7,234-49.4% |