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 | $71,312 | $105,181-32.2% | $159,436-55.3% | $85,850-16.9% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.8%+11.3pp | 69.3%+24.8pp |
| Annual return | 12.96% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,939 | $3,318-11.4% | $4,829-39.1% | $2,565+14.6% |
| Participant deferral / active EE | $6,764 | $5,945+13.8% | $7,352-8.0% | $3,952+71.2% |
| Admin fee / account holder | $4,149 | $6,933-40.2% | $10,799-61.6% | $6,260-33.7% |