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 | $71,894 | $86,891-17.3% | $142,449-49.5% | $75,163-4.3% |
| Participation rate | 72.0% | 68.5%+3.5pp | 76.8%-4.8pp | 67.2%+4.8pp |
| Annual return | 13.92% | 23.31%-9.4pp | 19.99%-6.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,968 | $3,355-41.3% | $4,847-59.4% | $2,670-26.3% |
| Participant deferral / active EE | $3,944 | $4,938-20.1% | $6,283-37.2% | $4,125-4.4% |
| Admin fee / account holder | $2,838 | $7,299-61.1% | $10,011-71.6% | $5,651-49.8% |