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 | $71,199 | $89,753-20.7% | $107,525-33.8% | $84,808-16.0% |
| Participation rate | 97.6% | 68.1%+29.6pp | 75.1%+22.5pp | 68.3%+29.3pp |
| Annual return | 15.25% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,961 | $3,113-4.9% | $3,754-21.1% | $2,631+12.5% |
| Participant deferral / active EE | $5,888 | $4,056+45.2% | $5,116+15.1% | $4,212+39.8% |
| Admin fee / account holder | $5,683 | $7,222-21.3% | $8,919-36.3% | $7,344-22.6% |