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 | $76,340 | $89,355-14.6% | $141,162-45.9% | $72,985+4.6% |
| Participation rate | 90.5% | 75.1%+15.4pp | 82.5%+8.0pp | 69.5%+21.0pp |
| Annual return | 20.83% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,136 | $3,114-31.4% | $4,735-54.9% | $2,440-12.5% |
| Participant deferral / active EE | $3,990 | $5,418-26.4% | $6,709-40.5% | $3,607+10.6% |
| Admin fee / account holder | $11,229 | $5,958+88.5% | $10,261+9.4% | $5,124+119.1% |