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 | $65,983 | $65,041+1.4% | $90,951-27.5% | $79,858-17.4% |
| Participation rate | 97.5% | 61.6%+35.9pp | 69.0%+28.5pp | 69.6%+27.8pp |
| Annual return | 16.46% | 30.45%-14.0pp | 134.60%-118.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,750 | $1,247+40.3% | $2,122-17.5% | $2,471-29.2% |
| Participant deferral / active EE | $4,932 | $2,512+96.3% | $3,373+46.2% | $3,740+31.9% |
| Admin fee / account holder | $2,545 | $4,536-43.9% | $5,959-57.3% | $5,306-52.0% |