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 | $75,144 | $88,672-15.3% | $105,223-28.6% | $82,448-8.9% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.4pp | 68.1%+25.4pp |
| Annual return | 14.77% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,280 | $3,048+7.6% | $3,689-11.1% | $2,551+28.6% |
| Participant deferral / active EE | $7,795 | $4,036+93.2% | $5,072+53.7% | $4,139+88.3% |
| Admin fee / account holder | $3,708 | $7,146-48.1% | $8,859-58.1% | $7,234-48.7% |