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 | $63,834 | $78,672-18.9% | $109,143-41.5% | $85,850-25.6% |
| Participation rate | 97.1% | 68.3%+28.9pp | 75.9%+21.3pp | 69.3%+27.8pp |
| Annual return | 19.36% | 25.09%-5.7pp | 25.75%-6.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $2,858 | $2,735+4.5% | $3,722-23.2% | $2,565+11.4% |
| Participant deferral / active EE | $4,517 | $3,467+30.3% | $4,653-2.9% | $3,952+14.3% |
| Admin fee / account holder | $2,792 | $5,469-48.9% | $6,752-58.6% | $6,260-55.4% |