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 | $74,038 | $89,355-17.1% | $141,162-47.6% | $72,985+1.4% |
| Participation rate | 72.1% | 75.1%-3.0pp | 82.5%-10.3pp | 69.5%+2.6pp |
| Annual return | 24.16% | 111.85%-87.7pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $4,157 | $3,114+33.5% | $4,735-12.2% | $2,440+70.4% |
| Participant deferral / active EE | $9,872 | $5,418+82.2% | $6,709+47.1% | $3,607+173.7% |
| Admin fee / account holder | $9,898 | $5,958+66.1% | $10,261-3.5% | $5,124+93.1% |