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 | $71,146 | $88,672-19.8% | $105,223-32.4% | $82,448-13.7% |
| Participation rate | 72.4% | 67.9%+4.5pp | 75.0%-2.6pp | 68.1%+4.3pp |
| Annual return | 13.60% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,532 | $3,048+15.9% | $3,689-4.2% | $2,551+38.5% |
| Participant deferral / active EE | $4,553 | $4,036+12.8% | $5,072-10.2% | $4,139+10.0% |
| Admin fee / account holder | $58,404 | $7,146+717.3% | $8,859+559.3% | $7,234+707.3% |