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 | $73,956 | $89,753-17.6% | $107,525-31.2% | $84,808-12.8% |
| Participation rate | 87.4% | 68.1%+19.3pp | 75.1%+12.3pp | 68.3%+19.1pp |
| Annual return | 16.07% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,142 | $3,113+33.0% | $3,754+10.4% | $2,631+57.4% |
| Participant deferral / active EE | $4,038 | $4,056-0.5% | $5,116-21.1% | $4,212-4.1% |
| Admin fee / account holder | $757 | $7,222-89.5% | $8,919-91.5% | $7,344-89.7% |