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 | $72,152 | $89,355-19.3% | $141,162-48.9% | $72,985-1.1% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 21.41% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,368 | $3,114-24.0% | $4,735-50.0% | $2,440-2.9% |
| Participant deferral / active EE | $4,893 | $5,418-9.7% | $6,709-27.1% | $3,607+35.6% |
| Admin fee / account holder | $1,278 | $5,958-78.5% | $10,261-87.5% | $5,124-75.1% |