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 | $88,672-20.4% | $105,223-32.9% | $82,448-14.3% |
| Participation rate | 84.1% | 67.9%+16.2pp | 75.0%+9.0pp | 68.1%+16.0pp |
| Annual return | 13.83% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,483 | $3,048-51.3% | $3,689-59.8% | $2,551-41.9% |
| Participant deferral / active EE | $4,277 | $4,036+6.0% | $5,072-15.7% | $4,139+3.3% |
| Admin fee / account holder | $3,594 | $7,146-49.7% | $8,859-59.4% | $7,234-50.3% |