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 | $52,761 | $48,364+9.1% | $71,796-26.5% | $62,891-16.1% |
| Participation rate | 85.2% | 60.6%+24.6pp | 69.1%+16.1pp | 69.3%+15.9pp |
| Annual return | 9.60% | 13.16%-3.6pp | 78.04%-68.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $980 | $1,042-5.9% | $1,924-49.1% | $2,281-57.0% |
| Participant deferral / active EE | $3,159 | $2,091+51.0% | $2,794+13.0% | $3,203-1.4% |
| Admin fee / account holder | $5,338 | $3,771+41.5% | $4,815+10.9% | $4,296+24.3% |