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 | $50,904 | $52,353-2.8% | $120,225-57.7% | $82,448-38.3% |
| Participation rate | 73.1% | 58.3%+14.8pp | 69.6%+3.5pp | 68.1%+5.1pp |
| Annual return | 15.21% | 61.85%-46.6pp | 439.23%-424.0pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,965 | $1,510+30.1% | $3,475-43.5% | $2,551-23.0% |
| Participant deferral / active EE | $3,641 | $2,627+38.6% | $3,999-8.9% | $4,139-12.0% |
| Admin fee / account holder | $4,567 | $4,363+4.7% | $5,696-19.8% | $7,234-36.9% |