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 | $74,576 | $102,616-27.3% | $81,983-9.0% | $158,922-53.1% |
| Participation rate | 81.3% | 75.5%+5.7pp | 69.2%+12.0pp | 82.0%-0.7pp |
| Annual return | 12.89% | 61.04%-48.1pp | 41.31%-28.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,589 | $3,240-51.0% | $2,498-36.4% | $4,761-66.6% |
| Participant deferral / active EE | $4,000 | $4,648-13.9% | $3,722+7.5% | $5,982-33.1% |
| Admin fee / account holder | $2,643 | $8,235-67.9% | $5,664-53.3% | $11,246-76.5% |