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 | $83,554 | $89,753-6.9% | $107,525-22.3% | $84,808-1.5% |
| Participation rate | 75.9% | 68.1%+7.8pp | 75.1%+0.8pp | 68.3%+7.6pp |
| Annual return | 16.23% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $924 | $3,113-70.3% | $3,754-75.4% | $2,631-64.9% |
| Participant deferral / active EE | $3,994 | $4,056-1.5% | $5,116-21.9% | $4,212-5.2% |
| Admin fee / account holder | $4,280 | $7,222-40.7% | $8,919-52.0% | $7,344-41.7% |