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 | $58,482 | $76,000-23.0% | $154,107-62.1% | $64,186-8.9% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | 11.15% | 30.32%-19.2pp | 735.12%-724.0pp | 7.63%+3.5pp |
| Employer contribution / active EE | $2,085 | $3,351-37.8% | $5,298-60.6% | $2,381-12.4% |
| Participant deferral / active EE | $4,918 | $3,175+54.9% | $5,081-3.2% | $3,470+41.7% |
| Admin fee / account holder | $7,235 | $5,596+29.3% | $13,411-46.1% | $4,888+48.0% |