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 | $74,715 | $85,766-12.9% | $136,294-45.2% | $70,131+6.5% |
| Participation rate | 96.9% | 74.2%+22.7pp | 81.9%+15.0pp | 69.5%+27.3pp |
| Annual return | 18.32% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,020 | $2,966-31.9% | $4,695-57.0% | $2,342-13.7% |
| Participant deferral / active EE | $6,132 | $5,051+21.4% | $6,247-1.8% | $3,332+84.0% |
| Admin fee / account holder | $308 | $5,420-94.3% | $9,243-96.7% | $4,645-93.4% |