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 | $110,951 | $89,355+24.2% | $141,162-21.4% | $72,985+52.0% |
| Participation rate | 93.2% | 75.1%+18.1pp | 82.5%+10.7pp | 69.5%+23.7pp |
| Annual return | 26.62% | 111.85%-85.2pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,089 | $3,114-65.0% | $4,735-77.0% | $2,440-55.4% |
| Participant deferral / active EE | $6,873 | $5,418+26.9% | $6,709+2.4% | $3,607+90.5% |
| Admin fee / account holder | $30,286 | $5,958+408.3% | $10,261+195.2% | $5,124+491.0% |