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 | $72,218 | $62,573+15.4% | $85,682-15.7% | $85,850-15.9% |
| Participation rate | 91.2% | 61.1%+30.0pp | 69.9%+21.3pp | 69.3%+21.9pp |
| Annual return | 13.55% | 23.77%-10.2pp | 21.49%-7.9pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,441 | $1,757-18.0% | $2,618-45.0% | $2,565-43.8% |
| Participant deferral / active EE | $3,959 | $2,802+41.3% | $3,923+0.9% | $3,952+0.2% |
| Admin fee / account holder | $24,433 | $4,640+426.6% | $6,873+255.5% | $6,260+290.3% |