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 | $71,832 | $99,985-28.2% | $146,665-51.0% | $85,850-16.3% |
| Participation rate | 90.9% | 73.1%+17.9pp | 80.1%+10.8pp | 69.3%+21.6pp |
| Annual return | 19.64% | 18.93%+0.7pp | 22.74%-3.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $1,798 | $2,559-29.7% | $4,136-56.5% | $2,565-29.9% |
| Participant deferral / active EE | $3,224 | $4,006-19.5% | $5,506-41.4% | $3,952-18.4% |
| Admin fee / account holder | $11,766 | $7,702+52.8% | $10,280+14.5% | $6,260+88.0% |