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 | $65,756 | $96,635-32.0% | $86,612-24.1% | $139,434-52.8% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 16.85% | 106.41%-89.6pp | 591.07%-574.2pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,820 | $3,263+17.1% | $3,022+26.4% | $4,751-19.6% |
| Participant deferral / active EE | $5,765 | $4,836+19.2% | $4,438+29.9% | $6,710-14.1% |
| Admin fee / account holder | $5,500 | $6,408-14.2% | $5,614-2.0% | $11,403-51.8% |