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 | $77,056 | $103,376-25.5% | $87,100-11.5% | $152,861-49.6% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.9%+5.7pp | 82.4%+0.2pp |
| Annual return | 22.13% | 28.10%-6.0pp | 28.19%-6.1pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,597 | $3,220-50.4% | $2,521-36.7% | $4,762-66.5% |
| Participant deferral / active EE | $5,055 | $4,778+5.8% | $4,049+24.9% | $5,850-13.6% |
| Admin fee / account holder | $1,153 | $12,205-90.6% | $7,497-84.6% | $11,596-90.1% |