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 | $65,735 | $54,705+20.2% | $71,209-7.7% | $84,808-22.5% |
| Participation rate | 82.9% | 64.1%+18.8pp | 73.8%+9.1pp | 68.3%+14.5pp |
| Annual return | 14.82% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,078 | $2,158-50.0% | $2,721-60.4% | $2,631-59.0% |
| Participant deferral / active EE | $3,072 | $3,030+1.4% | $4,175-26.4% | $4,212-27.1% |
| Admin fee / account holder | $1,445 | $4,863-70.3% | $5,349-73.0% | $7,344-80.3% |