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 | $80,771 | $89,355-9.6% | $141,162-42.8% | $72,985+10.7% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 19.07% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,702 | $3,114+18.9% | $4,735-21.8% | $2,440+51.7% |
| Participant deferral / active EE | $6,624 | $5,418+22.3% | $6,709-1.3% | $3,607+83.6% |
| Admin fee / account holder | $38,329 | $5,958+543.3% | $10,261+273.5% | $5,124+648.0% |