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 | $54,633 | $58,208-6.1% | $81,812-33.2% | $80,856-32.4% |
| Participation rate | 84.2% | 63.4%+20.8pp | 72.3%+11.9pp | 67.6%+16.6pp |
| Annual return | 14.40% | 41.66%-27.3pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,316 | $2,340-43.8% | $2,912-54.8% | $2,755-52.2% |
| Participant deferral / active EE | $4,101 | $3,281+25.0% | $4,319-5.0% | $4,296-4.5% |
| Admin fee / account holder | $9,688 | $4,981+94.5% | $7,386+31.2% | $6,918+40.0% |