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 | $94,046 | $100,041-6.0% | $149,718-37.2% | $70,131+34.1% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.1%+11.4pp | 69.5%+28.9pp |
| Annual return | 15.89% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,896 | $3,662-48.2% | $5,445-65.2% | $2,342-19.1% |
| Participant deferral / active EE | $2,711 | $4,983-45.6% | $6,569-58.7% | $3,332-18.6% |
| Admin fee / account holder | $1,157 | $8,286-86.0% | $11,283-89.7% | $4,645-75.1% |