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 | $71,011 | $85,202-16.7% | $172,739-58.9% | $72,985-2.7% |
| Participation rate | 87.9% | 70.1%+17.8pp | 82.6%+5.2pp | 69.5%+18.4pp |
| Annual return | 18.22% | 27.32%-9.1pp | 802.84%-784.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,043 | $3,324-68.6% | $5,143-79.7% | $2,440-57.2% |
| Participant deferral / active EE | $1,958 | $3,260-39.9% | $5,198-62.3% | $3,607-45.7% |
| Admin fee / account holder | $7,728 | $5,884+31.3% | $13,954-44.6% | $5,124+50.8% |