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 | $71,173 | $89,753-20.7% | $107,525-33.8% | $84,808-16.1% |
| Participation rate | 95.3% | 68.1%+27.3pp | 75.1%+20.3pp | 68.3%+27.0pp |
| Annual return | 12.99% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $6,972 | $3,113+123.9% | $3,754+85.8% | $2,631+165.0% |
| Participant deferral / active EE | $1,940 | $4,056-52.2% | $5,116-62.1% | $4,212-53.9% |
| Admin fee / account holder | $5,487 | $7,222-24.0% | $8,919-38.5% | $7,344-25.3% |