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 | $81,311 | $89,355-9.0% | $141,162-42.4% | $72,985+11.4% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 24.98% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,396 | $3,114-23.1% | $4,735-49.4% | $2,440-1.8% |
| Participant deferral / active EE | $4,073 | $5,418-24.8% | $6,709-39.3% | $3,607+12.9% |
| Admin fee / account holder | $1,705 | $5,958-71.4% | $10,261-83.4% | $5,124-66.7% |