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 | $86,677 | $109,359-20.7% | $162,163-46.5% | $72,985+18.8% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.6%+9.1pp | 69.5%+27.2pp |
| Annual return | 18.13% | 25.46%-7.3pp | 115.59%-97.5pp | 81.00%-62.9pp |
| Employer contribution / active EE | $4,744 | $3,907+21.4% | $5,614-15.5% | $2,440+94.4% |
| Participant deferral / active EE | $3,373 | $5,481-38.5% | $7,298-53.8% | $3,607-6.5% |
| Admin fee / account holder | $19,773 | $7,972+148.0% | $10,843+82.4% | $5,124+285.9% |