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 | $68,851 | $88,672-22.4% | $105,223-34.6% | $82,448-16.5% |
| Participation rate | 71.8% | 67.9%+3.9pp | 75.0%-3.2pp | 68.1%+3.8pp |
| Annual return | 17.16% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,470 | $3,048-19.0% | $3,689-33.0% | $2,551-3.2% |
| Participant deferral / active EE | $4,780 | $4,036+18.4% | $5,072-5.8% | $4,139+15.5% |
| Admin fee / account holder | $2,276 | $7,146-68.1% | $8,859-74.3% | $7,234-68.5% |