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 | $65,733 | $109,359-39.9% | $162,163-59.5% | $72,985-9.9% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.6%+9.1pp | 69.5%+27.2pp |
| Annual return | 18.48% | 25.46%-7.0pp | 115.59%-97.1pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,889 | $3,907-51.7% | $5,614-66.4% | $2,440-22.6% |
| Participant deferral / active EE | $3,331 | $5,481-39.2% | $7,298-54.4% | $3,607-7.7% |
| Admin fee / account holder | $17,374 | $7,972+117.9% | $10,843+60.2% | $5,124+239.1% |