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 | $96,577 | $78,705+22.7% | $117,854-18.1% | $70,131+37.7% |
| Participation rate | 70.8% | 73.2%-2.4pp | 79.7%-8.9pp | 69.5%+1.2pp |
| Annual return | 38.45% | 23.30%+15.2pp | 335.08%-296.6pp | 73.14%-34.7pp |
| Employer contribution / active EE | $1,844 | $2,223-17.1% | $3,786-51.3% | $2,342-21.3% |
| Participant deferral / active EE | $4,434 | $3,297+34.5% | $4,482-1.1% | $3,332+33.1% |
| Admin fee / account holder | $921 | $5,065-81.8% | $8,020-88.5% | $4,645-80.2% |