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 | $64,787 | $53,127+21.9% | $86,590-25.2% | $70,131-7.6% |
| Participation rate | 70.3% | 65.3%+5.0pp | 73.5%-3.3pp | 69.5%+0.7pp |
| Annual return | 12.89% | 27.66%-14.8pp | 964.84%-952.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,881 | $2,068-9.0% | $2,839-33.7% | $2,342-19.7% |
| Participant deferral / active EE | $2,812 | $2,696+4.3% | $3,609-22.1% | $3,332-15.6% |
| Admin fee / account holder | $1,123 | $3,585-68.7% | $4,906-77.1% | $4,645-75.8% |