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 | $83,103 | $137,414-39.5% | $189,513-56.1% | $85,850-3.2% |
| Participation rate | 98.5% | 84.6%+13.9pp | 87.8%+10.7pp | 69.3%+29.2pp |
| Annual return | 19.90% | 38.14%-18.2pp | 555.15%-535.3pp | 318.53%-298.6pp |
| Employer contribution / active EE | $3,020 | $4,344-30.5% | $6,162-51.0% | $2,565+17.7% |
| Participant deferral / active EE | $6,180 | $6,260-1.3% | $8,221-24.8% | $3,952+56.4% |
| Admin fee / account holder | $1,595 | $8,630-81.5% | $12,045-86.8% | $6,260-74.5% |