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 | $39,289 | $25,014+57.1% | $69,647-43.6% | $80,856-51.4% |
| Participation rate | 93.6% | 64.2%+29.3pp | 66.5%+27.1pp | 67.6%+26.0pp |
| Annual return | 23.33% | 19.07%+4.3pp | 100.48%-77.2pp | 35.59%-12.3pp |
| Employer contribution / active EE | $3,037 | $993+205.9% | $1,712+77.4% | $2,755+10.3% |
| Participant deferral / active EE | $5,391 | $1,839+193.1% | $2,886+86.8% | $4,296+25.5% |
| Admin fee / account holder | $1,943 | $2,488-21.9% | $4,713-58.8% | $6,918-71.9% |