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 | $76,050 | $88,672-14.2% | $105,223-27.7% | $82,448-7.8% |
| Participation rate | 94.4% | 67.9%+26.5pp | 75.0%+19.4pp | 68.1%+26.4pp |
| Annual return | 18.46% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $4,058 | $3,048+33.1% | $3,689+10.0% | $2,551+59.1% |
| Participant deferral / active EE | $7,482 | $4,036+85.4% | $5,072+47.5% | $4,139+80.7% |
| Admin fee / account holder | $7,589 | $7,146+6.2% | $8,859-14.3% | $7,234+4.9% |