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 | $68,848 | $63,764+8.0% | $81,930-16.0% | $79,858-13.8% |
| Participation rate | 86.8% | 67.5%+19.3pp | 72.0%+14.8pp | 69.6%+17.2pp |
| Annual return | 15.73% | 22.66%-6.9pp | 29.49%-13.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,906 | $1,795+6.2% | $4,310-55.8% | $2,471-22.9% |
| Participant deferral / active EE | $6,723 | $2,780+141.8% | $7,107-5.4% | $3,740+79.8% |
| Admin fee / account holder | $3,409 | $4,426-23.0% | $5,158-33.9% | $5,306-35.8% |