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 | $42,353 | $51,175-17.2% | $70,515-39.9% | $75,163-43.7% |
| Participation rate | 98.2% | 60.9%+37.3pp | 68.3%+29.9pp | 67.2%+31.0pp |
| Annual return | 13.56% | 30.02%-16.5pp | 32.77%-19.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,958 | $1,826+62.0% | $2,973-0.5% | $2,670+10.8% |
| Participant deferral / active EE | $5,047 | $2,849+77.1% | $4,567+10.5% | $4,125+22.4% |
| Admin fee / account holder | $7,083 | $4,091+73.2% | $6,412+10.5% | $5,651+25.3% |