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 | $80,779 | $95,803-15.7% | $113,168-28.6% | $84,808-4.8% |
| Participation rate | 85.9% | 72.9%+13.0pp | 76.6%+9.3pp | 68.3%+17.6pp |
| Annual return | 15.63% | 25.00%-9.4pp | 24.27%-8.6pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,008 | $2,360-57.3% | $2,975-66.1% | $2,631-61.7% |
| Participant deferral / active EE | $7,253 | $4,242+71.0% | $5,107+42.0% | $4,212+72.2% |
| Admin fee / account holder | $4,704 | $8,989-47.7% | $12,068-61.0% | $7,344-35.9% |