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 | $70,587 | $65,365+8.0% | $92,893-24.0% | $72,985-3.3% |
| Participation rate | 91.4% | 68.3%+23.1pp | 76.0%+15.4pp | 69.5%+21.9pp |
| Annual return | 21.27% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,018 | $2,594-22.2% | $3,653-44.7% | $2,440-17.3% |
| Participant deferral / active EE | $3,011 | $3,128-3.7% | $4,236-28.9% | $3,607-16.5% |
| Admin fee / account holder | $1,799 | $4,251-57.7% | $5,794-69.0% | $5,124-64.9% |