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 | $73,376 | $87,013-15.7% | $106,213-30.9% | $80,856-9.3% |
| Participation rate | 81.6% | 70.4%+11.1pp | 75.3%+6.3pp | 67.6%+13.9pp |
| Annual return | 14.66% | 17.05%-2.4pp | 116.14%-101.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,482 | $2,395-38.1% | $3,171-53.3% | $2,755-46.2% |
| Participant deferral / active EE | $3,765 | $3,986-5.6% | $5,016-24.9% | $4,296-12.4% |
| Admin fee / account holder | $35,953 | $8,431+326.4% | $11,033+225.9% | $6,918+419.7% |