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 | $65,793 | $58,512+12.4% | $84,015-21.7% | $72,985-9.9% |
| Participation rate | 93.8% | 61.2%+32.5pp | 69.0%+24.7pp | 69.5%+24.3pp |
| Annual return | 17.48% | 28.93%-11.5pp | 71.31%-53.8pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,080 | $1,163-7.1% | $1,983-45.5% | $2,440-55.7% |
| Participant deferral / active EE | $1,789 | $2,394-25.3% | $3,239-44.8% | $3,607-50.4% |
| Admin fee / account holder | $3,722 | $4,569-18.5% | $6,101-39.0% | $5,124-27.4% |