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 | $70,067 | $84,233-16.8% | $170,442-58.9% | $70,131-0.1% |
| Participation rate | 79.2% | 70.8%+8.3pp | 83.6%-4.4pp | 69.5%+9.6pp |
| Annual return | 17.71% | 23.06%-5.4pp | 205.93%-188.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,446 | $3,387-57.3% | $5,433-73.4% | $2,342-38.3% |
| Participant deferral / active EE | $4,636 | $3,086+50.2% | $4,939-6.1% | $3,332+39.1% |
| Admin fee / account holder | $5,372 | $5,698-5.7% | $13,880-61.3% | $4,645+15.6% |