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 | $50,028 | $77,813-35.7% | $123,544-59.5% | $64,186-22.1% |
| Participation rate | 86.2% | 74.7%+11.4pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | 2.57% | 12.48%-9.9pp | 119.20%-116.6pp | 7.63%-5.1pp |
| Employer contribution / active EE | $2,267 | $3,014-24.8% | $4,628-51.0% | $2,381-4.8% |
| Participant deferral / active EE | $10,180 | $5,240+94.3% | $6,426+58.4% | $3,470+193.4% |
| Admin fee / account holder | $17,461 | $5,519+216.4% | $9,284+88.1% | $4,888+257.2% |