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 | $71,616 | $105,181-31.9% | $159,436-55.1% | $85,850-16.6% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 14.92% | 45.07%-30.2pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,303 | $3,318-0.5% | $4,829-31.6% | $2,565+28.8% |
| Participant deferral / active EE | $6,314 | $5,945+6.2% | $7,352-14.1% | $3,952+59.8% |
| Admin fee / account holder | $3,106 | $6,933-55.2% | $10,799-71.2% | $6,260-50.4% |