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 | $69,988 | $71,057-1.5% | $93,654-25.3% | $80,874-13.5% |
| Participation rate | 71.1% | 60.4%+10.7pp | 68.7%+2.4pp | 67.6%+3.5pp |
| Annual return | 11.88% | 11.26%+0.6pp | 133.34%-121.5pp | 35.62%-23.7pp |
| Employer contribution / active EE | $753 | $1,564-51.9% | $2,421-68.9% | $2,756-72.7% |
| Participant deferral / active EE | $2,673 | $4,034-33.7% | $4,413-39.4% | $4,297-37.8% |
| Admin fee / account holder | $38,583 | $6,944+455.6% | $8,282+365.9% | $6,935+456.3% |