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 | $48,227 | $89,355-46.0% | $141,162-65.8% | $72,985-33.9% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 26.54% | 111.85%-85.3pp | 71.39%-44.8pp | 81.00%-54.5pp |
| Employer contribution / active EE | $4,926 | $3,114+58.2% | $4,735+4.0% | $2,440+101.9% |
| Participant deferral / active EE | $7,021 | $5,418+29.6% | $6,709+4.7% | $3,607+94.6% |
| Admin fee / account holder | $3,994 | $5,958-33.0% | $10,261-61.1% | $5,124-22.1% |