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 | $75,094 | $78,672-4.5% | $109,143-31.2% | $85,850-12.5% |
| Participation rate | 85.3% | 68.3%+17.0pp | 75.9%+9.4pp | 69.3%+16.0pp |
| Annual return | 14.26% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,869 | $2,735-31.7% | $3,722-49.8% | $2,565-27.1% |
| Participant deferral / active EE | $3,290 | $3,467-5.1% | $4,653-29.3% | $3,952-16.8% |
| Admin fee / account holder | $9,539 | $5,469+74.4% | $6,752+41.3% | $6,260+52.4% |