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 | $82,550 | $98,750-16.4% | $149,696-44.9% | $79,858+3.4% |
| Participation rate | 94.3% | 75.8%+18.6pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 19.36% | 27.43%-8.1pp | 276.60%-257.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,655 | $3,216-17.5% | $4,644-42.8% | $2,471+7.5% |
| Participant deferral / active EE | $7,791 | $5,680+37.2% | $6,842+13.9% | $3,740+108.3% |
| Admin fee / account holder | $3,341 | $6,053-44.8% | $9,309-64.1% | $5,306-37.0% |