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 | $63,707 | $88,672-28.2% | $105,223-39.5% | $82,448-22.7% |
| Participation rate | 84.1% | 67.9%+16.2pp | 75.0%+9.0pp | 68.1%+16.0pp |
| Annual return | 16.01% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,817 | $3,048+25.2% | $3,689+3.5% | $2,551+49.6% |
| Participant deferral / active EE | $6,782 | $4,036+68.0% | $5,072+33.7% | $4,139+63.8% |
| Admin fee / account holder | $5,700 | $7,146-20.2% | $8,859-35.7% | $7,234-21.2% |