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 | $112,309 | $89,355+25.7% | $141,162-20.4% | $72,985+53.9% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.5%+1.3pp | 69.5%+14.3pp |
| Annual return | 19.09% | 111.85%-92.8pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,371 | $3,114-56.0% | $4,735-71.1% | $2,440-43.8% |
| Participant deferral / active EE | $4,332 | $5,418-20.0% | $6,709-35.4% | $3,607+20.1% |
| Admin fee / account holder | $25,132 | $5,958+321.8% | $10,261+144.9% | $5,124+390.4% |