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 | $71,356 | $80,968-11.9% | $96,544-26.1% | $75,163-5.1% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.8pp | 67.2%+18.5pp |
| Annual return | 15.35% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,648 | $2,282-27.8% | $2,965-44.4% | $2,670-38.3% |
| Participant deferral / active EE | $5,781 | $3,928+47.2% | $4,851+19.2% | $4,125+40.1% |
| Admin fee / account holder | $16,327 | $6,724+142.8% | $8,252+97.8% | $5,651+188.9% |