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 | $68,673 | $101,069-32.1% | $81,478-15.7% | $147,584-53.5% |
| Participation rate | 84.6% | 74.5%+10.2pp | 68.0%+16.7pp | 82.8%+1.8pp |
| Annual return | 14.56% | 32.40%-17.8pp | 38.78%-24.2pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,697 | $3,205-47.0% | $2,568-33.9% | $4,876-65.2% |
| Participant deferral / active EE | $4,385 | $4,242+3.4% | $3,537+24.0% | $5,439-19.4% |
| Admin fee / account holder | $3,214 | $5,812-44.7% | $4,561-29.5% | $10,885-70.5% |