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 | $66,202 | $56,053+18.1% | $75,972-12.9% | $80,856-18.1% |
| Participation rate | 98.9% | 62.0%+36.9pp | 69.1%+29.9pp | 67.6%+31.3pp |
| Annual return | 10.44% | 20.53%-10.1pp | 359.55%-349.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,212 | $1,874-35.3% | $2,685-54.8% | $2,755-56.0% |
| Participant deferral / active EE | $5,344 | $3,052+75.1% | $4,255+25.6% | $4,296+24.4% |
| Admin fee / account holder | $1,260 | $5,234-75.9% | $6,467-80.5% | $6,918-81.8% |