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 | $75,027 | $49,227+52.4% | $70,449+6.5% | $79,858-6.0% |
| Participation rate | 97.1% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.5pp |
| Annual return | 12.85% | 30.06%-17.2pp | 109.03%-96.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,099 | $2,099-47.6% | $2,737-59.8% | $2,471-55.5% |
| Participant deferral / active EE | $3,724 | $2,768+34.6% | $3,709+0.4% | $3,740-0.4% |
| Admin fee / account holder | $9,067 | $2,878+215.0% | $3,845+135.8% | $5,306+70.9% |