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 | $70,328 | $96,635-27.2% | $86,612-18.8% | $139,434-49.6% |
| Participation rate | 95.0% | 74.4%+20.6pp | 71.7%+23.3pp | 80.3%+14.7pp |
| Annual return | 15.26% | 106.41%-91.2pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,857 | $3,263-43.1% | $3,022-38.6% | $4,751-60.9% |
| Participant deferral / active EE | $6,293 | $4,836+30.1% | $4,438+41.8% | $6,710-6.2% |
| Admin fee / account holder | $2,828 | $6,408-55.9% | $5,614-49.6% | $11,403-75.2% |