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 | $64,713 | $84,233-23.2% | $170,442-62.0% | $70,131-7.7% |
| Participation rate | 77.1% | 70.8%+6.3pp | 83.6%-6.5pp | 69.5%+7.5pp |
| Annual return | 13.60% | 23.06%-9.5pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,205 | $3,387-64.4% | $5,433-77.8% | $2,342-48.6% |
| Participant deferral / active EE | $3,694 | $3,086+19.7% | $4,939-25.2% | $3,332+10.9% |
| Admin fee / account holder | $13,603 | $5,698+138.7% | $13,880-2.0% | $4,645+192.8% |