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 | $66,469 | $89,753-25.9% | $107,525-38.2% | $84,808-21.6% |
| Participation rate | 81.7% | 68.1%+13.6pp | 75.1%+6.6pp | 68.3%+13.4pp |
| Annual return | 17.27% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $9,070 | $3,113+191.3% | $3,754+141.6% | $2,631+244.8% |
| Participant deferral / active EE | $2,255 | $4,056-44.4% | $5,116-55.9% | $4,212-46.4% |
| Admin fee / account holder | $1,492 | $7,222-79.3% | $8,919-83.3% | $7,344-79.7% |