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 | $82,776 | $95,416-13.2% | $185,823-55.5% | $85,850-3.6% |
| Participation rate | 77.4% | 68.8%+8.6pp | 81.7%-4.3pp | 69.3%+8.0pp |
| Annual return | 13.38% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,259 | $3,314-31.8% | $5,167-56.3% | $2,565-12.0% |
| Participant deferral / active EE | $4,468 | $3,423+30.5% | $5,568-19.8% | $3,952+13.1% |
| Admin fee / account holder | $11,583 | $7,213+60.6% | $16,237-28.7% | $6,260+85.0% |