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 | $83,441 | $95,803-12.9% | $113,168-26.3% | $84,808-1.6% |
| Participation rate | 75.7% | 72.9%+2.8pp | 76.6%-0.9pp | 68.3%+7.4pp |
| Annual return | 13.88% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,052 | $2,360-55.4% | $2,975-64.6% | $2,631-60.0% |
| Participant deferral / active EE | $4,418 | $4,242+4.2% | $5,107-13.5% | $4,212+4.9% |
| Admin fee / account holder | $31,963 | $8,989+255.6% | $12,068+164.9% | $7,344+335.2% |