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 | $79,283 | $95,416-16.9% | $185,823-57.3% | $85,850-7.6% |
| Participation rate | 98.1% | 68.8%+29.4pp | 81.7%+16.4pp | 69.3%+28.8pp |
| Annual return | 13.14% | 23.59%-10.4pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,799 | $3,314+14.7% | $5,167-26.5% | $2,565+48.1% |
| Participant deferral / active EE | $2,783 | $3,423-18.7% | $5,568-50.0% | $3,952-29.6% |
| Admin fee / account holder | $25,801 | $7,213+257.7% | $16,237+58.9% | $6,260+312.2% |