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 | $65,218 | $60,892+7.1% | $82,389-20.8% | $84,808-23.1% |
| Participation rate | 96.9% | 63.3%+33.6pp | 69.5%+27.3pp | 68.3%+28.6pp |
| Annual return | 14.99% | 37.29%-22.3pp | 28.67%-13.7pp | 40.90%-25.9pp |
| Employer contribution / active EE | $6,138 | $1,779+245.0% | $2,517+143.9% | $2,631+133.3% |
| Participant deferral / active EE | $3,861 | $3,179+21.5% | $4,155-7.1% | $4,212-8.3% |
| Admin fee / account holder | $3,570 | $5,467-34.7% | $7,231-50.6% | $7,344-51.4% |