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 | $63,195 | $65,041-2.8% | $90,951-30.5% | $79,858-20.9% |
| Participation rate | 70.4% | 61.6%+8.8pp | 69.0%+1.4pp | 69.6%+0.7pp |
| Annual return | 15.75% | 30.45%-14.7pp | 134.60%-118.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,104 | $1,247+68.7% | $2,122-0.8% | $2,471-14.8% |
| Participant deferral / active EE | $3,516 | $2,512+40.0% | $3,373+4.2% | $3,740-6.0% |
| Admin fee / account holder | $6,747 | $4,536+48.7% | $5,959+13.2% | $5,306+27.2% |