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 | $74,410 | $89,753-17.1% | $107,525-30.8% | $84,808-12.3% |
| Participation rate | 90.0% | 68.1%+21.9pp | 75.1%+14.9pp | 68.3%+21.7pp |
| Annual return | 17.76% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,388 | $3,113-23.3% | $3,754-36.4% | $2,631-9.2% |
| Participant deferral / active EE | $4,144 | $4,056+2.2% | $5,116-19.0% | $4,212-1.6% |
| Admin fee / account holder | $2,158 | $7,222-70.1% | $8,919-75.8% | $7,344-70.6% |