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 | $69,276 | $70,428-1.6% | $96,562-28.3% | $85,850-19.3% |
| Participation rate | 73.3% | 61.8%+11.5pp | 69.8%+3.5pp | 69.3%+4.0pp |
| Annual return | 13.44% | 18.59%-5.2pp | 37.78%-24.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,632 | $1,413+15.5% | $2,356-30.7% | $2,565-36.4% |
| Participant deferral / active EE | $2,677 | $2,894-7.5% | $3,849-30.5% | $3,952-32.3% |
| Admin fee / account holder | $1,091 | $4,997-78.2% | $6,181-82.3% | $6,260-82.6% |