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 | $26,154 | $89,355-70.7% | $141,162-81.5% | $72,985-64.2% |
| Participation rate | 72.1% | 75.1%-3.0pp | 82.5%-10.4pp | 69.5%+2.6pp |
| Annual return | 23.69% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,970 | $3,114-36.8% | $4,735-58.4% | $2,440-19.3% |
| Participant deferral / active EE | $6,688 | $5,418+23.4% | $6,709-0.3% | $3,607+85.4% |
| Admin fee / account holder | $12,096 | $5,958+103.0% | $10,261+17.9% | $5,124+136.0% |