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 | $70,283 | $91,190-22.9% | $178,490-60.6% | $79,858-12.0% |
| Participation rate | 91.1% | 69.2%+21.9pp | 81.9%+9.1pp | 69.6%+21.4pp |
| Annual return | 14.15% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,922 | $3,256-41.0% | $5,011-61.6% | $2,471-22.2% |
| Participant deferral / active EE | $4,101 | $3,236+26.7% | $5,202-21.2% | $3,740+9.6% |
| Admin fee / account holder | $9,884 | $6,751+46.4% | $13,984-29.3% | $5,306+86.3% |