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 | $65,672 | $85,202-22.9% | $172,739-62.0% | $72,985-10.0% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 21.17% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,290 | $3,324-31.1% | $5,143-55.5% | $2,440-6.1% |
| Participant deferral / active EE | $5,440 | $3,260+66.9% | $5,198+4.7% | $3,607+50.8% |
| Admin fee / account holder | $1,269 | $5,884-78.4% | $13,954-90.9% | $5,124-75.2% |