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 | $90,304 | $70,428+28.2% | $96,562-6.5% | $85,850+5.2% |
| Participation rate | 91.4% | 61.8%+29.6pp | 69.8%+21.6pp | 69.3%+22.1pp |
| Annual return | 12.04% | 18.59%-6.5pp | 37.78%-25.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,037 | $1,413-26.6% | $2,356-56.0% | $2,565-59.6% |
| Participant deferral / active EE | $7,233 | $2,894+150.0% | $3,849+87.9% | $3,952+83.0% |
| Admin fee / account holder | $33,674 | $4,997+573.9% | $6,181+444.8% | $6,260+437.9% |