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 | $108,340 | $89,355+21.2% | $141,162-23.3% | $72,985+48.4% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 23.79% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,096 | $3,114-32.7% | $4,735-55.7% | $2,440-14.1% |
| Participant deferral / active EE | $7,840 | $5,418+44.7% | $6,709+16.9% | $3,607+117.3% |
| Admin fee / account holder | $21,408 | $5,958+259.3% | $10,261+108.6% | $5,124+317.8% |