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 | $63,520 | $89,355-28.9% | $141,162-55.0% | $72,985-13.0% |
| Participation rate | 80.4% | 75.1%+5.2pp | 82.5%-2.1pp | 69.5%+10.9pp |
| Annual return | 23.54% | 111.85%-88.3pp | 71.39%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,837 | $3,114+23.2% | $4,735-19.0% | $2,440+57.3% |
| Participant deferral / active EE | $10,659 | $5,418+96.7% | $6,709+58.9% | $3,607+195.5% |
| Admin fee / account holder | $11,992 | $5,958+101.3% | $10,261+16.9% | $5,124+134.0% |