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 | $72,276 | $95,416-24.3% | $185,823-61.1% | $85,850-15.8% |
| Participation rate | 89.0% | 68.8%+20.3pp | 81.7%+7.3pp | 69.3%+19.7pp |
| Annual return | 12.31% | 23.59%-11.3pp | 122.05%-109.7pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,013 | $3,314-39.3% | $5,167-61.0% | $2,565-21.5% |
| Participant deferral / active EE | $5,153 | $3,423+50.5% | $5,568-7.5% | $3,952+30.4% |
| Admin fee / account holder | $7,259 | $7,213+0.6% | $16,237-55.3% | $6,260+16.0% |