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 | $77,949 | $89,753-13.2% | $107,525-27.5% | $84,808-8.1% |
| Participation rate | 88.1% | 68.1%+20.0pp | 75.1%+13.0pp | 68.3%+19.7pp |
| Annual return | 14.41% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,493 | $3,113-52.1% | $3,754-60.2% | $2,631-43.3% |
| Participant deferral / active EE | $2,800 | $4,056-31.0% | $5,116-45.3% | $4,212-33.5% |
| Admin fee / account holder | $14,490 | $7,222+100.6% | $8,919+62.5% | $7,344+97.3% |