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 | $67,664 | $89,753-24.6% | $107,525-37.1% | $84,808-20.2% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 15.02% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,830 | $3,113-41.2% | $3,754-51.2% | $2,631-30.4% |
| Participant deferral / active EE | $6,303 | $4,056+55.4% | $5,116+23.2% | $4,212+49.7% |
| Admin fee / account holder | $408 | $7,222-94.3% | $8,919-95.4% | $7,344-94.4% |