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 | $65,996 | $60,022+10.0% | $88,946-25.8% | $84,808-22.2% |
| Participation rate | 89.8% | 57.8%+32.0pp | 68.8%+20.9pp | 68.3%+21.5pp |
| Annual return | 16.37% | 22.43%-6.1pp | 57.82%-41.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,939 | $1,703+13.9% | $2,555-24.1% | $2,631-26.3% |
| Participant deferral / active EE | $7,146 | $3,114+129.5% | $4,581+56.0% | $4,212+69.7% |
| Admin fee / account holder | $18,129 | $4,811+276.8% | $8,261+119.5% | $7,344+146.9% |