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 | $68,814 | $84,233-18.3% | $170,442-59.6% | $70,131-1.9% |
| Participation rate | 97.9% | 70.8%+27.1pp | 83.6%+14.3pp | 69.5%+28.4pp |
| Annual return | 16.63% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,259 | $3,387-33.3% | $5,433-58.4% | $2,342-3.6% |
| Participant deferral / active EE | $3,805 | $3,086+23.3% | $4,939-23.0% | $3,332+14.2% |
| Admin fee / account holder | $2,506 | $5,698-56.0% | $13,880-81.9% | $4,645-46.1% |