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 | $72,994 | $87,013-16.1% | $106,213-31.3% | $80,856-9.7% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.6%+18.1pp |
| Annual return | 12.46% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,837 | $2,395-23.3% | $3,171-42.1% | $2,755-33.3% |
| Participant deferral / active EE | $5,804 | $3,986+45.6% | $5,016+15.7% | $4,296+35.1% |
| Admin fee / account holder | $3,523 | $8,431-58.2% | $11,033-68.1% | $6,918-49.1% |