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 | $81,637 | $127,065-35.8% | $113,168-27.9% | $142,382-42.7% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 14.45% | 24.03%-9.6pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,891 | $3,442-45.1% | $2,975-36.4% | $4,299-56.0% |
| Participant deferral / active EE | $4,366 | $5,716-23.6% | $5,107-14.5% | $6,507-32.9% |
| Admin fee / account holder | $30,419 | $15,736+93.3% | $12,068+152.1% | $12,624+141.0% |