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 | $75,698 | $85,202-11.2% | $172,739-56.2% | $72,985+3.7% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 24.16% | 27.32%-3.2pp | 802.84%-778.7pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,428 | $3,324-57.0% | $5,143-72.2% | $2,440-41.5% |
| Participant deferral / active EE | $3,714 | $3,260+13.9% | $5,198-28.5% | $3,607+3.0% |
| Admin fee / account holder | $947 | $5,884-83.9% | $13,954-93.2% | $5,124-81.5% |