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 | $81,971 | $89,355-8.3% | $141,162-41.9% | $72,985+12.3% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 19.29% | 111.85%-92.6pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $641 | $3,114-79.4% | $4,735-86.5% | $2,440-73.7% |
| Participant deferral / active EE | $6,847 | $5,418+26.4% | $6,709+2.1% | $3,607+89.8% |
| Admin fee / account holder | $12,919 | $5,958+116.8% | $10,261+25.9% | $5,124+152.1% |