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 | $74,430 | $98,750-24.6% | $149,696-50.3% | $79,858-6.8% |
| Participation rate | 86.7% | 75.8%+11.0pp | 82.5%+4.3pp | 69.6%+17.1pp |
| Annual return | 16.30% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,918 | $3,216-40.4% | $4,644-58.7% | $2,471-22.4% |
| Participant deferral / active EE | $8,314 | $5,680+46.4% | $6,842+21.5% | $3,740+122.3% |
| Admin fee / account holder | $13,890 | $6,053+129.5% | $9,309+49.2% | $5,306+161.8% |