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 | $32,094 | $58,208-44.9% | $81,812-60.8% | $80,856-60.3% |
| Participation rate | 95.7% | 63.4%+32.2pp | 72.3%+23.3pp | 67.6%+28.0pp |
| Annual return | 32.87% | 41.66%-8.8pp | 773.79%-740.9pp | 35.59%-2.7pp |
| Employer contribution / active EE | $2,737 | $2,340+17.0% | $2,912-6.0% | $2,755-0.6% |
| Participant deferral / active EE | $3,770 | $3,281+14.9% | $4,319-12.7% | $4,296-12.2% |
| Admin fee / account holder | $4,501 | $4,981-9.6% | $7,386-39.1% | $6,918-34.9% |