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 | $72,204 | $72,012+0.3% | $185,823-61.1% | $79,858-9.6% |
| Participation rate | 93.0% | 65.8%+27.2pp | 78.0%+14.9pp | 69.6%+23.3pp |
| Annual return | 20.32% | 23.12%-2.8pp | 35.95%-15.6pp | 31.71%-11.4pp |
| Employer contribution / active EE | $3,143 | $1,965+60.0% | $4,087-23.1% | $2,471+27.2% |
| Participant deferral / active EE | $7,180 | $3,779+90.0% | $5,632+27.5% | $3,740+92.0% |
| Admin fee / account holder | $1,860 | $4,513-58.8% | $9,500-80.4% | $5,306-64.9% |