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 | $76,969 | $58,828+30.8% | $77,999-1.3% | $62,891+22.4% |
| Participation rate | 88.1% | 71.1%+17.0pp | 75.5%+12.6pp | 69.3%+18.8pp |
| Annual return | 8.37% | 17.16%-8.8pp | 425.96%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,321 | $1,672-21.0% | $2,470-46.5% | $2,281-42.1% |
| Participant deferral / active EE | $3,783 | $2,686+40.9% | $3,497+8.2% | $3,203+18.1% |
| Admin fee / account holder | $10,010 | $4,393+127.9% | $5,480+82.7% | $4,296+133.0% |