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 | $69,022 | $108,825-36.6% | $156,181-55.8% | $82,448-16.3% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 12.75% | 20.59%-7.8pp | 64.87%-52.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,467 | $2,870-14.0% | $4,294-42.6% | $2,551-3.3% |
| Participant deferral / active EE | $6,598 | $4,577+44.2% | $6,132+7.6% | $4,139+59.4% |
| Admin fee / account holder | $25,166 | $9,341+169.4% | $14,586+72.5% | $7,234+247.9% |