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 | $71,600 | $103,376-30.7% | $87,100-17.8% | $152,861-53.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 15.86% | 28.10%-12.2pp | 28.19%-12.3pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,746 | $3,220-45.8% | $2,521-30.8% | $4,762-63.3% |
| Participant deferral / active EE | $4,370 | $4,778-8.5% | $4,049+7.9% | $5,850-25.3% |
| Admin fee / account holder | $3,450 | $12,205-71.7% | $7,497-54.0% | $11,596-70.3% |