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 | $81,913 | $88,672-7.6% | $105,223-22.2% | $82,448-0.6% |
| Participation rate | 81.0% | 67.9%+13.0pp | 75.0%+5.9pp | 68.1%+12.9pp |
| Annual return | 15.18% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,907 | $3,048-4.6% | $3,689-21.2% | $2,551+14.0% |
| Participant deferral / active EE | $1,818 | $4,036-55.0% | $5,072-64.2% | $4,139-56.1% |
| Admin fee / account holder | $5,355 | $7,146-25.1% | $8,859-39.5% | $7,234-26.0% |