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 | $80,038 | $109,359-26.8% | $162,163-50.6% | $72,985+9.7% |
| Participation rate | 79.3% | 84.3%-4.9pp | 87.6%-8.2pp | 69.5%+9.8pp |
| Annual return | 25.26% | 25.46%-0.2pp | 115.59%-90.3pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,144 | $3,907-45.1% | $5,614-61.8% | $2,440-12.1% |
| Participant deferral / active EE | $3,980 | $5,481-27.4% | $7,298-45.5% | $3,607+10.3% |
| Admin fee / account holder | $302 | $7,972-96.2% | $10,843-97.2% | $5,124-94.1% |