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 | $67,929 | $98,750-31.2% | $149,696-54.6% | $79,858-14.9% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 13.07% | 27.43%-14.4pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,871 | $3,216-41.8% | $4,644-59.7% | $2,471-24.3% |
| Participant deferral / active EE | $4,409 | $5,680-22.4% | $6,842-35.6% | $3,740+17.9% |
| Admin fee / account holder | $5,137 | $6,053-15.1% | $9,309-44.8% | $5,306-3.2% |