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 | $69,006 | $80,968-14.8% | $96,544-28.5% | $75,163-8.2% |
| Participation rate | 92.1% | 71.8%+20.3pp | 76.0%+16.1pp | 67.2%+24.9pp |
| Annual return | 17.64% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,391 | $2,282+4.8% | $2,965-19.3% | $2,670-10.4% |
| Participant deferral / active EE | $5,889 | $3,928+49.9% | $4,851+21.4% | $4,125+42.8% |
| Admin fee / account holder | $5,061 | $6,724-24.7% | $8,252-38.7% | $5,651-10.4% |