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 | $72,438 | $58,512+23.8% | $84,015-13.8% | $72,985-0.7% |
| Participation rate | 97.7% | 61.2%+36.4pp | 69.0%+28.7pp | 69.5%+28.2pp |
| Annual return | 23.62% | 28.93%-5.3pp | 71.31%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,699 | $1,163+132.1% | $1,983+36.1% | $2,440+10.6% |
| Participant deferral / active EE | $5,931 | $2,394+147.8% | $3,239+83.1% | $3,607+64.4% |
| Admin fee / account holder | $9,535 | $4,569+108.7% | $6,101+56.3% | $5,124+86.1% |