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 | $66,299 | $54,762+21.1% | $90,281-26.6% | $72,985-9.2% |
| Participation rate | 96.8% | 65.1%+31.7pp | 73.3%+23.6pp | 69.5%+27.3pp |
| Annual return | 18.35% | 30.63%-12.3pp | 78.10%-59.7pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,416 | $2,092-32.3% | $2,854-50.4% | $2,440-42.0% |
| Participant deferral / active EE | $3,786 | $2,887+31.1% | $3,885-2.6% | $3,607+4.9% |
| Admin fee / account holder | $31,964 | $3,972+704.7% | $5,351+497.3% | $5,124+523.8% |