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 | $67,162 | $81,248-17.3% | $155,509-56.8% | $80,856-16.9% |
| Participation rate | 91.5% | 66.2%+25.3pp | 78.2%+13.3pp | 67.6%+23.9pp |
| Annual return | 16.26% | 33.31%-17.1pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,091 | $3,100-32.6% | $4,672-55.3% | $2,755-24.1% |
| Participant deferral / active EE | $4,797 | $3,452+39.0% | $5,626-14.7% | $4,296+11.7% |
| Admin fee / account holder | $592 | $7,997-92.6% | $15,912-96.3% | $6,918-91.4% |