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 | $86,855 | $105,181-17.4% | $159,436-45.5% | $85,850+1.2% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.8%+12.3pp | 69.3%+25.8pp |
| Annual return | 20.01% | 45.07%-25.1pp | 263.57%-243.6pp | 318.53%-298.5pp |
| Employer contribution / active EE | $2,402 | $3,318-27.6% | $4,829-50.3% | $2,565-6.4% |
| Participant deferral / active EE | $4,150 | $5,945-30.2% | $7,352-43.6% | $3,952+5.0% |
| Admin fee / account holder | $3,718 | $6,933-46.4% | $10,799-65.6% | $6,260-40.6% |