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 | $63,461 | $77,899-18.5% | $149,673-57.6% | $75,163-15.6% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 23.94% | 31.72%-7.8pp | 134.42%-110.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,571 | $3,137-49.9% | $4,818-67.4% | $2,670-41.2% |
| Participant deferral / active EE | $1,620 | $3,411-52.5% | $5,680-71.5% | $4,125-60.7% |
| Admin fee / account holder | $18,855 | $5,956+216.6% | $13,210+42.7% | $5,651+233.7% |