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 | $69,783 | $74,927-6.9% | $101,794-31.4% | $84,808-17.7% |
| Participation rate | 93.2% | 61.4%+31.8pp | 69.2%+24.0pp | 68.3%+24.9pp |
| Annual return | 14.26% | 18.70%-4.4pp | 30.53%-16.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,084 | $1,522+234.1% | $2,289+122.1% | $2,631+93.2% |
| Participant deferral / active EE | $13,499 | $3,099+335.6% | $4,084+230.5% | $4,212+220.5% |
| Admin fee / account holder | $99,522 | $6,514+1427.9% | $8,777+1033.9% | $7,344+1255.2% |