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 | $80,831 | $89,753-9.9% | $107,525-24.8% | $84,808-4.7% |
| Participation rate | 91.4% | 68.1%+23.3pp | 75.1%+16.3pp | 68.3%+23.0pp |
| Annual return | 13.84% | 29.48%-15.6pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,943 | $3,113+58.8% | $3,754+31.7% | $2,631+87.9% |
| Participant deferral / active EE | $7,242 | $4,056+78.5% | $5,116+41.6% | $4,212+71.9% |
| Admin fee / account holder | $2,818 | $7,222-61.0% | $8,919-68.4% | $7,344-61.6% |