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 | $71,343 | $87,013-18.0% | $106,213-32.8% | $80,856-11.8% |
| Participation rate | 86.0% | 70.4%+15.6pp | 75.3%+10.7pp | 67.6%+18.4pp |
| Annual return | 11.45% | 17.05%-5.6pp | 116.14%-104.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,967 | $2,395-17.9% | $3,171-38.0% | $2,755-28.6% |
| Participant deferral / active EE | $5,201 | $3,986+30.5% | $5,016+3.7% | $4,296+21.1% |
| Admin fee / account holder | $1,968 | $8,431-76.7% | $11,033-82.2% | $6,918-71.6% |