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 | $65,445 | $56,053+16.8% | $75,972-13.9% | $80,856-19.1% |
| Participation rate | 85.0% | 62.0%+23.0pp | 69.1%+15.9pp | 67.6%+17.4pp |
| Annual return | 17.65% | 20.53%-2.9pp | 359.55%-341.9pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,518 | $1,874-19.0% | $2,685-43.5% | $2,755-44.9% |
| Participant deferral / active EE | $2,534 | $3,052-17.0% | $4,255-40.5% | $4,296-41.0% |
| Admin fee / account holder | $3,037 | $5,234-42.0% | $6,467-53.0% | $6,918-56.1% |