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 | $76,668 | $73,787+3.9% | $98,716-22.3% | $82,448-7.0% |
| Participation rate | 96.0% | 61.4%+34.6pp | 69.3%+26.7pp | 68.1%+27.9pp |
| Annual return | 14.81% | 18.57%-3.8pp | 31.81%-17.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $3,043 | $1,511+101.4% | $2,279+33.5% | $2,551+19.3% |
| Participant deferral / active EE | $4,845 | $3,081+57.2% | $4,048+19.7% | $4,139+17.1% |
| Admin fee / account holder | $2,030 | $6,500-68.8% | $8,703-76.7% | $7,234-71.9% |