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 | $36,396 | $85,202-57.3% | $172,739-78.9% | $72,985-50.1% |
| Participation rate | 92.0% | 70.1%+21.9pp | 82.6%+9.4pp | 69.5%+22.5pp |
| Annual return | 19.73% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $4,808 | $3,324+44.6% | $5,143-6.5% | $2,440+97.1% |
| Participant deferral / active EE | $3,483 | $3,260+6.8% | $5,198-33.0% | $3,607-3.5% |
| Admin fee / account holder | $9,016 | $5,884+53.2% | $13,954-35.4% | $5,124+75.9% |