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 | $69,011 | $99,985-31.0% | $146,665-52.9% | $85,850-19.6% |
| Participation rate | 97.3% | 73.1%+24.2pp | 80.1%+17.2pp | 69.3%+28.0pp |
| Annual return | 17.10% | 18.93%-1.8pp | 22.74%-5.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,887 | $2,559-26.2% | $4,136-54.4% | $2,565-26.4% |
| Participant deferral / active EE | $2,867 | $4,006-28.4% | $5,506-47.9% | $3,952-27.4% |
| Admin fee / account holder | $4,141 | $7,702-46.2% | $10,280-59.7% | $6,260-33.9% |