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 | $70,842 | $89,355-20.7% | $141,162-49.8% | $72,985-2.9% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | 25.91% | 111.85%-85.9pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,722 | $3,114-12.6% | $4,735-42.5% | $2,440+11.6% |
| Participant deferral / active EE | $4,611 | $5,418-14.9% | $6,709-31.3% | $3,607+27.8% |
| Admin fee / account holder | $1,750 | $5,958-70.6% | $10,261-82.9% | $5,124-65.9% |