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 | $70,625 | $89,753-21.3% | $107,525-34.3% | $84,808-16.7% |
| Participation rate | 84.1% | 68.1%+16.0pp | 75.1%+9.0pp | 68.3%+15.8pp |
| Annual return | 13.83% | 29.48%-15.6pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,483 | $3,113-52.4% | $3,754-60.5% | $2,631-43.6% |
| Participant deferral / active EE | $4,277 | $4,056+5.4% | $5,116-16.4% | $4,212+1.5% |
| Admin fee / account holder | $3,594 | $7,222-50.2% | $8,919-59.7% | $7,344-51.1% |