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 | $75,167 | $76,407-1.6% | $150,298-50.0% | $82,448-8.8% |
| Participation rate | 81.3% | 66.4%+14.9pp | 77.8%+3.5pp | 68.1%+13.2pp |
| Annual return | 20.71% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,479 | $2,614-5.2% | $4,154-40.3% | $2,551-2.8% |
| Participant deferral / active EE | $5,322 | $3,214+65.6% | $5,453-2.4% | $4,139+28.6% |
| Admin fee / account holder | $8,584 | $6,352+35.1% | $14,116-39.2% | $7,234+18.6% |