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 | $76,687 | $78,672-2.5% | $109,143-29.7% | $85,850-10.7% |
| Participation rate | 82.4% | 68.3%+14.1pp | 75.9%+6.5pp | 69.3%+13.0pp |
| Annual return | 16.69% | 25.09%-8.4pp | 25.75%-9.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,237 | $2,735-54.8% | $3,722-66.8% | $2,565-51.8% |
| Participant deferral / active EE | $2,366 | $3,467-31.8% | $4,653-49.1% | $3,952-40.1% |
| Admin fee / account holder | $2,825 | $5,469-48.4% | $6,752-58.2% | $6,260-54.9% |