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 | $63,301 | $72,177-12.3% | $115,037-45.0% | $59,632+6.2% |
| Participation rate | 93.9% | 72.6%+21.3pp | 81.4%+12.5pp | 68.7%+25.2pp |
| Annual return | 2.55% | 12.02%-9.5pp | 26.14%-23.6pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $3,382 | $2,841+19.0% | $4,608-26.6% | $2,203+53.5% |
| Participant deferral / active EE | $8,576 | $4,783+79.3% | $6,026+42.3% | $3,192+168.7% |
| Admin fee / account holder | $4,463 | $4,927-9.4% | $8,175-45.4% | $4,297+3.9% |