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 | $65,790 | $68,547-4.0% | $120,354-45.3% | $80,856-18.6% |
| Participation rate | 78.9% | 61.6%+17.3pp | 71.9%+7.0pp | 67.6%+11.3pp |
| Annual return | 13.38% | 23.60%-10.2pp | 107.15%-93.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,681 | $2,051-18.0% | $3,463-51.4% | $2,755-39.0% |
| Participant deferral / active EE | $2,897 | $3,173-8.7% | $4,991-41.9% | $4,296-32.6% |
| Admin fee / account holder | $2,313 | $5,732-59.7% | $9,423-75.5% | $6,918-66.6% |