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 | $66,053 | $77,899-15.2% | $149,673-55.9% | $75,163-12.1% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 21.56% | 31.72%-10.2pp | 134.42%-112.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,127 | $3,137-32.2% | $4,818-55.8% | $2,670-20.3% |
| Participant deferral / active EE | $5,354 | $3,411+57.0% | $5,680-5.7% | $4,125+29.8% |
| Admin fee / account holder | $2,901 | $5,956-51.3% | $13,210-78.0% | $5,651-48.7% |