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 | $71,272 | $89,753-20.6% | $107,525-33.7% | $84,808-16.0% |
| Participation rate | 87.1% | 68.1%+19.0pp | 75.1%+12.0pp | 68.3%+18.8pp |
| Annual return | 16.11% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,051 | $3,113-66.2% | $3,754-72.0% | $2,631-60.0% |
| Participant deferral / active EE | $4,109 | $4,056+1.3% | $5,116-19.7% | $4,212-2.4% |
| Admin fee / account holder | $949 | $7,222-86.9% | $8,919-89.4% | $7,344-87.1% |