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 | $50,587 | $52,884-4.3% | $84,750-40.3% | $55,167-8.3% |
| Participation rate | 70.0% | 67.5%+2.5pp | 76.6%-6.6pp | 69.0%+1.0pp |
| Annual return | 8.58% | 18.03%-9.5pp | 22.78%-14.2pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,501 | $2,233-32.8% | $3,574-58.0% | $1,963-23.5% |
| Participant deferral / active EE | $2,376 | $2,644-10.1% | $3,712-36.0% | $3,054-22.2% |
| Admin fee / account holder | $4,222 | $581+627.1% | $5,332-20.8% | $504+738.0% |