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 | $67,846 | $89,355-24.1% | $141,162-51.9% | $72,985-7.0% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.8pp |
| Annual return | 20.69% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,430 | $3,114-22.0% | $4,735-48.7% | $2,440-0.4% |
| Participant deferral / active EE | $3,326 | $5,418-38.6% | $6,709-50.4% | $3,607-7.8% |
| Admin fee / account holder | $15,726 | $5,958+163.9% | $10,261+53.3% | $5,124+206.9% |