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 | $64,760 | $88,672-27.0% | $105,223-38.5% | $82,448-21.5% |
| Participation rate | 97.6% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | 20.50% | 30.86%-10.4pp | 180.65%-160.2pp | 41.64%-21.1pp |
| Employer contribution / active EE | $3,057 | $3,048+0.3% | $3,689-17.1% | $2,551+19.9% |
| Participant deferral / active EE | $3,423 | $4,036-15.2% | $5,072-32.5% | $4,139-17.3% |
| Admin fee / account holder | $4,103 | $7,146-42.6% | $8,859-53.7% | $7,234-43.3% |