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 | $71,382 | $63,764+11.9% | $81,930-12.9% | $79,858-10.6% |
| Participation rate | 81.0% | 67.5%+13.5pp | 72.0%+9.0pp | 69.6%+11.3pp |
| Annual return | 18.95% | 22.66%-3.7pp | 29.49%-10.5pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,188 | $1,795-33.8% | $4,310-72.4% | $2,471-51.9% |
| Participant deferral / active EE | $4,781 | $2,780+72.0% | $7,107-32.7% | $3,740+27.8% |
| Admin fee / account holder | $800 | $4,426-81.9% | $5,158-84.5% | $5,306-84.9% |