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 | $54,704 | $48,230+13.4% | $67,502-19.0% | $80,856-32.3% |
| Participation rate | 98.8% | 66.4%+32.4pp | 72.9%+25.9pp | 67.6%+31.2pp |
| Annual return | 13.93% | 18.28%-4.4pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,649 | $2,020+31.1% | $2,731-3.0% | $2,755-3.9% |
| Participant deferral / active EE | $3,134 | $2,924+7.2% | $4,000-21.6% | $4,296-27.0% |
| Admin fee / account holder | $4,166 | $3,681+13.2% | $3,998+4.2% | $6,918-39.8% |