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 | $42,776 | $53,127-19.5% | $86,590-50.6% | $70,131-39.0% |
| Participation rate | 75.9% | 65.3%+10.6pp | 73.5%+2.3pp | 69.5%+6.3pp |
| Annual return | 16.87% | 27.66%-10.8pp | 964.84%-948.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,215 | $2,068+55.5% | $2,839+13.2% | $2,342+37.3% |
| Participant deferral / active EE | $6,069 | $2,696+125.1% | $3,609+68.2% | $3,332+82.2% |
| Admin fee / account holder | $4,457 | $3,585+24.3% | $4,906-9.1% | $4,645-4.0% |