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 | $71,027 | $91,190-22.1% | $178,490-60.2% | $79,858-11.1% |
| Participation rate | 88.7% | 69.2%+19.5pp | 81.9%+6.8pp | 69.6%+19.1pp |
| Annual return | 10.24% | 24.19%-13.9pp | 151.07%-140.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $4,061 | $3,256+24.7% | $5,011-19.0% | $2,471+64.4% |
| Participant deferral / active EE | $3,570 | $3,236+10.3% | $5,202-31.4% | $3,740-4.5% |
| Admin fee / account holder | $4,229 | $6,751-37.4% | $13,984-69.8% | $5,306-20.3% |