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 | $71,873 | $102,317-29.8% | $146,958-51.1% | $80,856-11.1% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 13.01% | 134.76%-121.8pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,330 | $3,713-64.2% | $4,933-73.0% | $2,755-51.7% |
| Participant deferral / active EE | $7,171 | $6,644+7.9% | $8,070-11.1% | $4,296+66.9% |
| Admin fee / account holder | $18,353 | $7,941+131.1% | $12,998+41.2% | $6,918+165.3% |