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 | $78,922 | $85,202-7.4% | $172,739-54.3% | $72,985+8.1% |
| Participation rate | 95.9% | 70.1%+25.9pp | 82.6%+13.3pp | 69.5%+26.4pp |
| Annual return | 19.06% | 27.32%-8.3pp | 802.84%-783.8pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,058 | $3,324-38.1% | $5,143-60.0% | $2,440-15.7% |
| Participant deferral / active EE | $3,416 | $3,260+4.8% | $5,198-34.3% | $3,607-5.3% |
| Admin fee / account holder | $5,869 | $5,884-0.3% | $13,954-57.9% | $5,124+14.5% |