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 | $68,673 | $85,202-19.4% | $172,739-60.2% | $72,985-5.9% |
| Participation rate | 85.5% | 70.1%+15.4pp | 82.6%+2.8pp | 69.5%+16.0pp |
| Annual return | 18.86% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,486 | $3,324-25.2% | $5,143-51.7% | $2,440+1.9% |
| Participant deferral / active EE | $4,116 | $3,260+26.3% | $5,198-20.8% | $3,607+14.1% |
| Admin fee / account holder | $1,226 | $5,884-79.2% | $13,954-91.2% | $5,124-76.1% |