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 | $83,089 | $93,571-11.2% | $135,903-38.9% | $75,163+10.5% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 15.51% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,547 | $3,537-28.0% | $4,856-47.5% | $2,670-4.6% |
| Participant deferral / active EE | $9,977 | $6,404+55.8% | $7,758+28.6% | $4,125+141.9% |
| Admin fee / account holder | $3,285 | $6,975-52.9% | $10,762-69.5% | $5,651-41.9% |