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 | $63,730 | $89,355-28.7% | $141,162-54.9% | $72,985-12.7% |
| Participation rate | 88.3% | 75.1%+13.2pp | 82.5%+5.9pp | 69.5%+18.8pp |
| Annual return | 28.59% | 111.85%-83.3pp | 71.39%-42.8pp | 81.00%-52.4pp |
| Employer contribution / active EE | $2,029 | $3,114-34.8% | $4,735-57.1% | $2,440-16.8% |
| Participant deferral / active EE | $9,012 | $5,418+66.3% | $6,709+34.3% | $3,607+149.8% |
| Admin fee / account holder | $5,205 | $5,958-12.6% | $10,261-49.3% | $5,124+1.6% |