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 | $58,637 | $87,013-32.6% | $106,213-44.8% | $80,856-27.5% |
| Participation rate | 96.6% | 70.4%+26.1pp | 75.3%+21.3pp | 67.6%+28.9pp |
| Annual return | 12.97% | 17.05%-4.1pp | 116.14%-103.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,712 | $2,395-28.5% | $3,171-46.0% | $2,755-37.9% |
| Participant deferral / active EE | $4,857 | $3,986+21.8% | $5,016-3.2% | $4,296+13.1% |
| Admin fee / account holder | $6,682 | $8,431-20.7% | $11,033-39.4% | $6,918-3.4% |