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 | $78,234 | $76,000+2.9% | $154,107-49.2% | $64,186+21.9% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.5pp | 69.6%+24.0pp |
| Annual return | 1.56% | 30.32%-28.8pp | 735.12%-733.6pp | 7.63%-6.1pp |
| Employer contribution / active EE | $2,874 | $3,351-14.2% | $5,298-45.7% | $2,381+20.7% |
| Participant deferral / active EE | $1,653 | $3,175-47.9% | $5,081-67.5% | $3,470-52.3% |
| Admin fee / account holder | $2,007 | $5,596-64.1% | $13,411-85.0% | $4,888-58.9% |