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 | $62,022 | $73,933-16.1% | $96,683-35.9% | $75,163-17.5% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 13.59% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $4,140 | $2,928+41.4% | $3,737+10.8% | $2,670+55.1% |
| Participant deferral / active EE | $2,253 | $3,659-38.4% | $4,878-53.8% | $4,125-45.4% |
| Admin fee / account holder | $3,521 | $5,216-32.5% | $6,730-47.7% | $5,651-37.7% |