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 | $71,273 | $88,672-19.6% | $105,223-32.3% | $82,448-13.6% |
| Participation rate | 81.8% | 67.9%+13.9pp | 75.0%+6.8pp | 68.1%+13.8pp |
| Annual return | 16.54% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,389 | $3,048-54.4% | $3,689-62.3% | $2,551-45.5% |
| Participant deferral / active EE | $3,924 | $4,036-2.8% | $5,072-22.6% | $4,139-5.2% |
| Admin fee / account holder | $918 | $7,146-87.2% | $8,859-89.6% | $7,234-87.3% |