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 | $78,499 | $133,922-41.4% | $116,228-32.5% | $142,382-44.9% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.6%+16.8pp | 80.1%+11.2pp |
| Annual return | 14.98% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,961 | $3,446-43.1% | $2,994-34.5% | $4,299-54.4% |
| Participant deferral / active EE | $4,581 | $5,672-19.2% | $4,953-7.5% | $6,507-29.6% |
| Admin fee / account holder | $13,837 | $14,945-7.4% | $11,989+15.4% | $12,624+9.6% |