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 | $70,581 | $77,634-9.1% | $156,549-54.9% | $62,891+12.2% |
| Participation rate | 90.4% | 71.2%+19.2pp | 84.0%+6.4pp | 69.3%+21.1pp |
| Annual return | 8.28% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,314 | $3,444-32.8% | $5,501-57.9% | $2,281+1.4% |
| Participant deferral / active EE | $3,315 | $3,045+8.9% | $4,871-31.9% | $3,203+3.5% |
| Admin fee / account holder | $24,264 | $5,561+336.3% | $13,027+86.3% | $4,296+464.9% |