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 | $79,970 | $93,571-14.5% | $135,903-41.2% | $75,163+6.4% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 17.35% | 30.90%-13.5pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $4,090 | $3,537+15.6% | $4,856-15.8% | $2,670+53.2% |
| Participant deferral / active EE | $8,653 | $6,404+35.1% | $7,758+11.5% | $4,125+109.8% |
| Admin fee / account holder | $439 | $6,975-93.7% | $10,762-95.9% | $5,651-92.2% |