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 | $75,144 | $89,753-16.3% | $107,525-30.1% | $84,808-11.4% |
| Participation rate | 93.5% | 68.1%+25.4pp | 75.1%+18.4pp | 68.3%+25.2pp |
| Annual return | 14.77% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,280 | $3,113+5.3% | $3,754-12.6% | $2,631+24.7% |
| Participant deferral / active EE | $7,795 | $4,056+92.2% | $5,116+52.4% | $4,212+85.1% |
| Admin fee / account holder | $3,708 | $7,222-48.7% | $8,919-58.4% | $7,344-49.5% |