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 | $71,033 | $72,277-1.7% | $101,248-29.8% | $79,858-11.1% |
| Participation rate | 91.7% | 68.5%+23.2pp | 75.8%+15.9pp | 69.6%+22.0pp |
| Annual return | 12.89% | 22.30%-9.4pp | 46.47%-33.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,785 | $2,692-33.7% | $3,660-51.2% | $2,471-27.7% |
| Participant deferral / active EE | $2,931 | $3,282-10.7% | $4,370-32.9% | $3,740-21.6% |
| Admin fee / account holder | $7,780 | $4,400+76.8% | $5,945+30.9% | $5,306+46.6% |