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 | $68,345 | $157,256-56.5% | $141,162-51.6% | $152,861-55.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.97% | 64.32%-46.4pp | 71.39%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $3,702 | $5,261-29.6% | $4,735-21.8% | $4,762-22.3% |
| Participant deferral / active EE | $4,697 | $7,109-33.9% | $6,709-30.0% | $5,850-19.7% |
| Admin fee / account holder | $17,927 | $12,120+47.9% | $10,261+74.7% | $11,596+54.6% |