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 | $78,724 | $66,402+18.6% | $109,895-28.4% | $85,850-8.3% |
| Participation rate | 94.1% | 63.9%+30.3pp | 74.2%+19.9pp | 69.3%+24.8pp |
| Annual return | 14.85% | 19.59%-4.7pp | 29.45%-14.6pp | 318.53%-303.7pp |
| Employer contribution / active EE | $697 | $1,687-58.7% | $2,842-75.5% | $2,565-72.8% |
| Participant deferral / active EE | $4,699 | $2,842+65.3% | $4,048+16.1% | $3,952+18.9% |
| Admin fee / account holder | $2,895 | $4,557-36.5% | $6,066-52.3% | $6,260-53.8% |