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 | $65,968 | $78,705-16.2% | $117,854-44.0% | $70,131-5.9% |
| Participation rate | 90.9% | 73.2%+17.7pp | 79.7%+11.2pp | 69.5%+21.4pp |
| Annual return | 16.85% | 23.30%-6.5pp | 335.08%-318.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,249 | $2,223-43.8% | $3,786-67.0% | $2,342-46.7% |
| Participant deferral / active EE | $3,757 | $3,297+14.0% | $4,482-16.2% | $3,332+12.8% |
| Admin fee / account holder | $6,048 | $5,065+19.4% | $8,020-24.6% | $4,645+30.2% |