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 | $68,838 | $109,359-37.1% | $162,163-57.6% | $72,985-5.7% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 20.61% | 25.46%-4.8pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,371 | $3,907-39.3% | $5,614-57.8% | $2,440-2.8% |
| Participant deferral / active EE | $4,038 | $5,481-26.3% | $7,298-44.7% | $3,607+11.9% |
| Admin fee / account holder | $2,290 | $7,972-71.3% | $10,843-78.9% | $5,124-55.3% |