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 | $70,564 | $65,365+8.0% | $92,893-24.0% | $72,985-3.3% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 30.62% | 42.10%-11.5pp | 109.41%-78.8pp | 81.00%-50.4pp |
| Employer contribution / active EE | $1,658 | $2,594-36.1% | $3,653-54.6% | $2,440-32.0% |
| Participant deferral / active EE | $5,803 | $3,128+85.5% | $4,236+37.0% | $3,607+60.9% |
| Admin fee / account holder | $1,093 | $4,251-74.3% | $5,794-81.1% | $5,124-78.7% |