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 | $70,385 | $81,460-13.6% | $103,333-31.9% | $80,856-13.0% |
| Participation rate | 84.7% | 66.8%+17.9pp | 74.5%+10.2pp | 67.6%+17.1pp |
| Annual return | 14.69% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,349 | $3,105+40.1% | $3,868+12.4% | $2,755+57.9% |
| Participant deferral / active EE | $4,736 | $3,869+22.4% | $5,057-6.4% | $4,296+10.2% |
| Admin fee / account holder | $3,455 | $6,566-47.4% | $8,355-58.6% | $6,918-50.1% |