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 | $69,337 | $85,202-18.6% | $172,739-59.9% | $72,985-5.0% |
| Participation rate | 94.8% | 70.1%+24.7pp | 82.6%+12.2pp | 69.5%+25.3pp |
| Annual return | 23.21% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,456 | $3,324-26.1% | $5,143-52.2% | $2,440+0.7% |
| Participant deferral / active EE | $4,790 | $3,260+46.9% | $5,198-7.8% | $3,607+32.8% |
| Admin fee / account holder | $5,055 | $5,884-14.1% | $13,954-63.8% | $5,124-1.4% |