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 | $54,888 | $89,355-38.6% | $141,162-61.1% | $72,985-24.8% |
| Participation rate | 94.8% | 75.1%+19.7pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 24.45% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,526 | $3,114-51.0% | $4,735-67.8% | $2,440-37.5% |
| Participant deferral / active EE | $7,705 | $5,418+42.2% | $6,709+14.9% | $3,607+113.6% |
| Admin fee / account holder | $3,773 | $5,958-36.7% | $10,261-63.2% | $5,124-26.4% |