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 | $69,132 | $70,669-2.2% | $169,368-59.2% | $75,163-8.0% |
| Participation rate | 94.6% | 64.8%+29.8pp | 77.1%+17.4pp | 67.2%+27.4pp |
| Annual return | 26.53% | 36.36%-9.8pp | 405.60%-379.1pp | 160.62%-134.1pp |
| Employer contribution / active EE | $1,880 | $2,211-15.0% | $4,013-53.1% | $2,670-29.6% |
| Participant deferral / active EE | $3,719 | $4,311-13.7% | $6,221-40.2% | $4,125-9.9% |
| Admin fee / account holder | $1,937 | $5,402-64.1% | $9,003-78.5% | $5,651-65.7% |