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 | $71,592 | $88,672-19.3% | $105,223-32.0% | $82,448-13.2% |
| Participation rate | 81.0% | 67.9%+13.0pp | 75.0%+5.9pp | 68.1%+12.9pp |
| Annual return | 17.06% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,429 | $3,048-53.1% | $3,689-61.3% | $2,551-44.0% |
| Participant deferral / active EE | $2,203 | $4,036-45.4% | $5,072-56.6% | $4,139-46.8% |
| Admin fee / account holder | $675 | $7,146-90.6% | $8,859-92.4% | $7,234-90.7% |