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 | $74,680 | $88,672-15.8% | $105,223-29.0% | $82,448-9.4% |
| Participation rate | 92.6% | 67.9%+24.7pp | 75.0%+17.5pp | 68.1%+24.5pp |
| Annual return | 15.51% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,702 | $3,048-44.2% | $3,689-53.9% | $2,551-33.3% |
| Participant deferral / active EE | $4,770 | $4,036+18.2% | $5,072-5.9% | $4,139+15.2% |
| Admin fee / account holder | $2,725 | $7,146-61.9% | $8,859-69.2% | $7,234-62.3% |