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 | $68,960 | $78,672-12.3% | $109,143-36.8% | $85,850-19.7% |
| Participation rate | 82.9% | 68.3%+14.6pp | 75.9%+7.0pp | 69.3%+13.5pp |
| Annual return | 16.02% | 25.09%-9.1pp | 25.75%-9.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,345 | $2,735-14.2% | $3,722-37.0% | $2,565-8.6% |
| Participant deferral / active EE | $4,832 | $3,467+39.4% | $4,653+3.8% | $3,952+22.3% |
| Admin fee / account holder | $2,105 | $5,469-61.5% | $6,752-68.8% | $6,260-66.4% |