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 | $76,509 | $89,355-14.4% | $141,162-45.8% | $72,985+4.8% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 24.02% | 111.85%-87.8pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $3,686 | $3,114+18.4% | $4,735-22.2% | $2,440+51.1% |
| Participant deferral / active EE | $8,867 | $5,418+63.7% | $6,709+32.2% | $3,607+145.8% |
| Admin fee / account holder | $907 | $5,958-84.8% | $10,261-91.2% | $5,124-82.3% |