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 | $60,156 | $70,428-14.6% | $96,562-37.7% | $85,850-29.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.36% | 18.59%-5.2pp | 37.78%-24.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,720 | $1,413+21.7% | $2,356-27.0% | $2,565-33.0% |
| Participant deferral / active EE | $3,112 | $2,894+7.5% | $3,849-19.2% | $3,952-21.3% |
| Admin fee / account holder | $4,377 | $4,997-12.4% | $6,181-29.2% | $6,260-30.1% |