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 | $62,995 | $78,672-19.9% | $109,143-42.3% | $85,850-26.6% |
| Participation rate | 90.6% | 68.3%+22.3pp | 75.9%+14.7pp | 69.3%+21.3pp |
| Annual return | 12.37% | 25.09%-12.7pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $4,014 | $2,735+46.8% | $3,722+7.9% | $2,565+56.5% |
| Participant deferral / active EE | $2,816 | $3,467-18.8% | $4,653-39.5% | $3,952-28.7% |
| Admin fee / account holder | $5,309 | $5,469-2.9% | $6,752-21.4% | $6,260-15.2% |