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 4-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 | $70,405 | $105,181-33.1% | $159,436-55.8% | $85,850-18.0% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.8%+5.2pp | 69.3%+18.7pp |
| Annual return | 12.74% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,514 | $3,318-24.3% | $4,829-48.0% | $2,565-2.0% |
| Participant deferral / active EE | $4,619 | $5,945-22.3% | $7,352-37.2% | $3,952+16.9% |
| Admin fee / account holder | $6,158 | $6,933-11.2% | $10,799-43.0% | $6,260-1.6% |