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 | $67,782 | $29,319+131.2% | $52,425+29.3% | $82,448-17.8% |
| Participation rate | 81.8% | 46.9%+35.0pp | 55.6%+26.2pp | 68.1%+13.8pp |
| Annual return | 15.54% | 535.20%-519.7pp | 302.12%-286.6pp | 41.64%-26.1pp |
| Employer contribution / active EE | $520 | $586-11.3% | $914-43.1% | $2,551-79.6% |
| Participant deferral / active EE | $2,230 | $1,171+90.4% | $1,790+24.5% | $4,139-46.1% |
| Admin fee / account holder | $1,749 | $1,962-10.8% | $2,495-29.9% | $7,234-75.8% |