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 | $73,930 | $76,552-3.4% | $123,892-40.3% | $62,891+17.6% |
| Participation rate | 98.4% | 73.0%+25.4pp | 81.4%+17.0pp | 69.3%+29.1pp |
| Annual return | 10.28% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $12,686 | $2,883+340.1% | $4,617+174.8% | $2,281+456.2% |
| Participant deferral / active EE | $6,924 | $4,840+43.1% | $5,984+15.7% | $3,203+116.2% |
| Admin fee / account holder | $4,146 | $4,826-14.1% | $8,357-50.4% | $4,296-3.5% |