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 | $85,715 | $105,181-18.5% | $159,436-46.2% | $85,850-0.2% |
| Participation rate | 80.7% | 75.8%+4.9pp | 82.8%-2.1pp | 69.3%+11.4pp |
| Annual return | 12.59% | 45.07%-32.5pp | 263.57%-251.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,648 | $3,318-50.3% | $4,829-65.9% | $2,565-35.7% |
| Participant deferral / active EE | $5,300 | $5,945-10.8% | $7,352-27.9% | $3,952+34.1% |
| Admin fee / account holder | $2,238 | $6,933-67.7% | $10,799-79.3% | $6,260-64.3% |