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 | $72,686 | $70,428+3.2% | $96,562-24.7% | $85,850-15.3% |
| Participation rate | 97.2% | 61.8%+35.4pp | 69.8%+27.4pp | 69.3%+27.9pp |
| Annual return | 11.69% | 18.59%-6.9pp | 37.78%-26.1pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,550 | $1,413+9.7% | $2,356-34.2% | $2,565-39.6% |
| Participant deferral / active EE | $5,062 | $2,894+74.9% | $3,849+31.5% | $3,952+28.1% |
| Admin fee / account holder | $1,320 | $4,997-73.6% | $6,181-78.6% | $6,260-78.9% |