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 | $59,423 | $46,553+27.6% | $64,056-7.2% | $75,163-20.9% |
| Participation rate | 76.8% | 65.9%+10.8pp | 72.3%+4.5pp | 67.2%+9.6pp |
| Annual return | 12.81% | 26.03%-13.2pp | 33.69%-20.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,299 | $1,974-34.2% | $2,747-52.7% | $2,670-51.3% |
| Participant deferral / active EE | $2,420 | $2,837-14.7% | $3,880-37.6% | $4,125-41.3% |
| Admin fee / account holder | $551 | $2,952-81.3% | $3,068-82.0% | $5,651-90.3% |