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 | $66,810 | $51,175+30.6% | $70,515-5.3% | $75,163-11.1% |
| Participation rate | 97.9% | 60.9%+37.0pp | 68.3%+29.6pp | 67.2%+30.7pp |
| Annual return | 14.56% | 30.02%-15.5pp | 32.77%-18.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,888 | $1,826+3.4% | $2,973-36.5% | $2,670-29.3% |
| Participant deferral / active EE | $5,650 | $2,849+98.3% | $4,567+23.7% | $4,125+37.0% |
| Admin fee / account holder | $9,353 | $4,091+128.6% | $6,412+45.9% | $5,651+65.5% |