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 | $63,057 | $89,753-29.7% | $107,525-41.4% | $84,808-25.6% |
| Participation rate | 86.8% | 68.1%+18.8pp | 75.1%+11.8pp | 68.3%+18.5pp |
| Annual return | 15.47% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,191 | $3,113-29.6% | $3,754-41.6% | $2,631-16.7% |
| Participant deferral / active EE | $5,044 | $4,056+24.4% | $5,116-1.4% | $4,212+19.8% |
| Admin fee / account holder | $1,285 | $7,222-82.2% | $8,919-85.6% | $7,344-82.5% |