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 | $67,643 | $60,892+11.1% | $82,389-17.9% | $84,808-20.2% |
| Participation rate | 83.3% | 63.3%+20.1pp | 69.5%+13.8pp | 68.3%+15.0pp |
| Annual return | 15.06% | 37.29%-22.2pp | 28.67%-13.6pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,371 | $1,779-22.9% | $2,517-45.5% | $2,631-47.9% |
| Participant deferral / active EE | $4,060 | $3,179+27.7% | $4,155-2.3% | $4,212-3.6% |
| Admin fee / account holder | $15,440 | $5,467+182.4% | $7,231+113.5% | $7,344+110.3% |