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 | $80,102 | $93,571-14.4% | $135,903-41.1% | $75,163+6.6% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 67.2%+27.6pp |
| Annual return | 23.35% | 30.90%-7.6pp | 68.23%-44.9pp | 160.62%-137.3pp |
| Employer contribution / active EE | $2,461 | $3,537-30.4% | $4,856-49.3% | $2,670-7.8% |
| Participant deferral / active EE | $8,043 | $6,404+25.6% | $7,758+3.7% | $4,125+95.0% |
| Admin fee / account holder | $7,270 | $6,975+4.2% | $10,762-32.5% | $5,651+28.6% |