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 | $95,286 | $95,416-0.1% | $185,823-48.7% | $85,850+11.0% |
| Participation rate | 93.1% | 68.8%+24.3pp | 81.7%+11.4pp | 69.3%+23.7pp |
| Annual return | 18.00% | 23.59%-5.6pp | 122.05%-104.1pp | 318.53%-300.5pp |
| Employer contribution / active EE | $7,641 | $3,314+130.6% | $5,167+47.9% | $2,565+197.9% |
| Participant deferral / active EE | $6,567 | $3,423+91.8% | $5,568+17.9% | $3,952+66.2% |
| Admin fee / account holder | $6,893 | $7,213-4.4% | $16,237-57.6% | $6,260+10.1% |