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 | $84,973 | $71,050+19.6% | $93,606-9.2% | $80,856+5.1% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.6%+28.4pp |
| Annual return | 11.24% | 11.26%0pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,969 | $1,564+25.9% | $2,420-18.6% | $2,755-28.5% |
| Participant deferral / active EE | $2,841 | $4,034-29.6% | $4,411-35.6% | $4,296-33.9% |
| Admin fee / account holder | $41,708 | $6,945+500.6% | $8,285+403.4% | $6,918+502.9% |