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 | $62,715 | $89,355-29.8% | $141,162-55.6% | $72,985-14.1% |
| Participation rate | 92.4% | 75.1%+17.3pp | 82.5%+9.9pp | 69.5%+22.9pp |
| Annual return | 19.08% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,443 | $3,114+10.5% | $4,735-27.3% | $2,440+41.1% |
| Participant deferral / active EE | $6,489 | $5,418+19.8% | $6,709-3.3% | $3,607+79.9% |
| Admin fee / account holder | $15,155 | $5,958+154.4% | $10,261+47.7% | $5,124+195.7% |