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 | $74,603 | $100,041-25.4% | $149,718-50.2% | $70,131+6.4% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.1%+10.9pp | 69.5%+28.5pp |
| Annual return | 17.90% | 27.43%-9.5pp | 1501.63%-1483.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $5,942 | $3,662+62.3% | $5,445+9.1% | $2,342+153.7% |
| Participant deferral / active EE | $13,917 | $4,983+179.3% | $6,569+111.9% | $3,332+317.7% |
| Admin fee / account holder | $8,249 | $8,286-0.5% | $11,283-26.9% | $4,645+77.6% |