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 | $73,514 | $68,073+8.0% | $76,080-3.4% | $85,850-14.4% |
| Participation rate | 98.4% | 72.5%+25.9pp | 79.4%+19.0pp | 69.3%+29.1pp |
| Annual return | 18.31% | 19.42%-1.1pp | 42.50%-24.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $3,555 | $3,209+10.8% | $3,962-10.3% | $2,565+38.6% |
| Participant deferral / active EE | $3,510 | $3,799-7.6% | $4,905-28.4% | $3,952-11.2% |
| Admin fee / account holder | $3,368 | $3,422-1.6% | $4,883-31.0% | $6,260-46.2% |