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 | $74,991 | $87,013-13.8% | $106,213-29.4% | $80,856-7.3% |
| Participation rate | 89.0% | 70.4%+18.6pp | 75.3%+13.7pp | 67.6%+21.4pp |
| Annual return | 16.17% | 17.05%-0.9pp | 116.14%-100.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,674 | $2,395-30.1% | $3,171-47.2% | $2,755-39.2% |
| Participant deferral / active EE | $4,505 | $3,986+13.0% | $5,016-10.2% | $4,296+4.9% |
| Admin fee / account holder | $4,399 | $8,431-47.8% | $11,033-60.1% | $6,918-36.4% |