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 | $69,481 | $88,672-21.6% | $105,223-34.0% | $82,448-15.7% |
| Participation rate | 90.3% | 67.9%+22.4pp | 75.0%+15.3pp | 68.1%+22.3pp |
| Annual return | 13.96% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,870 | $3,048-38.6% | $3,689-49.3% | $2,551-26.7% |
| Participant deferral / active EE | $4,042 | $4,036+0.1% | $5,072-20.3% | $4,139-2.4% |
| Admin fee / account holder | $3,552 | $7,146-50.3% | $8,859-59.9% | $7,234-50.9% |