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 | $71,157 | $84,233-15.5% | $170,442-58.3% | $70,131+1.5% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 16.08% | 23.06%-7.0pp | 205.93%-189.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $11,949 | $3,387+252.8% | $5,433+120.0% | $2,342+410.1% |
| Participant deferral / active EE | $7,870 | $3,086+155.1% | $4,939+59.3% | $3,332+136.2% |
| Admin fee / account holder | $647 | $5,698-88.7% | $13,880-95.3% | $4,645-86.1% |