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 | $67,065 | $89,355-24.9% | $141,162-52.5% | $72,985-8.1% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 26.30% | 111.85%-85.6pp | 71.39%-45.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,210 | $3,114-61.2% | $4,735-74.5% | $2,440-50.4% |
| Participant deferral / active EE | $8,901 | $5,418+64.3% | $6,709+32.7% | $3,607+146.8% |
| Admin fee / account holder | $3,608 | $5,958-39.4% | $10,261-64.8% | $5,124-29.6% |