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 | $64,664 | $157,256-58.9% | $141,162-54.2% | $152,861-57.7% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 24.40% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,598 | $5,261-50.6% | $4,735-45.1% | $4,762-45.4% |
| Participant deferral / active EE | $6,172 | $7,109-13.2% | $6,709-8.0% | $5,850+5.5% |
| Admin fee / account holder | $1,809 | $12,120-85.1% | $10,261-82.4% | $11,596-84.4% |