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 | $67,935 | $85,202-20.3% | $172,739-60.7% | $72,985-6.9% |
| Participation rate | 77.1% | 70.1%+7.1pp | 82.6%-5.5pp | 69.5%+7.7pp |
| Annual return | 20.81% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,423 | $3,324-57.2% | $5,143-72.3% | $2,440-41.7% |
| Participant deferral / active EE | $2,769 | $3,260-15.1% | $5,198-46.7% | $3,607-23.3% |
| Admin fee / account holder | $451 | $5,884-92.3% | $13,954-96.8% | $5,124-91.2% |