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 | $96,333 | $47,105+104.5% | $68,368+40.9% | $67,986+41.7% |
| Participation rate | 81.8% | 51.8%+30.0pp | 73.8%+8.1pp | 57.2%+24.6pp |
| Annual return | 24.25% | 48.37%-24.1pp | 292.57%-268.3pp | 31.67%-7.4pp |
| Employer contribution / active EE | $1,326 | $1,859-28.7% | $2,649-49.9% | $2,019-34.3% |
| Participant deferral / active EE | $4,052 | $2,374+70.7% | $4,123-1.7% | $3,358+20.7% |
| Admin fee / account holder | $15,088 | $2,435+519.6% | $5,150+193.0% | $3,203+371.0% |