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 4-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 | $77,185 | $99,985-22.8% | $146,665-47.4% | $85,850-10.1% |
| Participation rate | 85.3% | 73.1%+12.2pp | 80.1%+5.2pp | 69.3%+16.0pp |
| Annual return | 11.97% | 18.93%-7.0pp | 22.74%-10.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,521 | $2,559-1.5% | $4,136-39.1% | $2,565-1.7% |
| Participant deferral / active EE | $3,146 | $4,006-21.5% | $5,506-42.9% | $3,952-20.4% |
| Admin fee / account holder | $14,593 | $7,702+89.5% | $10,280+42.0% | $6,260+133.1% |