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 | $64,703 | $55,706+16.2% | $75,886-14.7% | $72,985-11.3% |
| Participation rate | 88.8% | 61.1%+27.6pp | 69.3%+19.5pp | 69.5%+19.3pp |
| Annual return | 17.49% | 27.59%-10.1pp | 30.76%-13.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,036 | $1,687-38.6% | $2,500-58.6% | $2,440-57.5% |
| Participant deferral / active EE | $3,272 | $2,634+24.2% | $3,603-9.2% | $3,607-9.3% |
| Admin fee / account holder | $2,258 | $3,978-43.2% | $5,418-58.3% | $5,124-55.9% |