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 | $59,262 | $65,365-9.3% | $92,893-36.2% | $72,985-18.8% |
| Participation rate | 72.2% | 68.3%+3.9pp | 76.0%-3.8pp | 69.5%+2.7pp |
| Annual return | 17.05% | 42.10%-25.1pp | 109.41%-92.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,273 | $2,594-12.4% | $3,653-37.8% | $2,440-6.9% |
| Participant deferral / active EE | $3,200 | $3,128+2.3% | $4,236-24.5% | $3,607-11.3% |
| Admin fee / account holder | $757 | $4,251-82.2% | $5,794-86.9% | $5,124-85.2% |