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 | $59,358 | $32,037+85.3% | $69,182-14.2% | $62,891-5.6% |
| Participation rate | 95.9% | 43.4%+52.5pp | 55.1%+40.8pp | 69.3%+26.6pp |
| Annual return | 26.04% | 15.16%+10.9pp | -21.93%+48.0pp | 20.14%+5.9pp |
| Employer contribution / active EE | $8,273 | $679+1118.0% | $1,206+585.8% | $2,281+262.7% |
| Participant deferral / active EE | $10,699 | $1,185+802.5% | $1,897+464.0% | $3,203+234.0% |
| Admin fee / account holder | $9,564 | $2,608+266.7% | $2,697+254.6% | $4,296+122.6% |