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 | $70,213 | $52,903+32.7% | $73,307-4.2% | $59,632+17.7% |
| Participation rate | 89.2% | 68.2%+21.0pp | 74.9%+14.3pp | 68.7%+20.5pp |
| Annual return | 1.68% | 12.20%-10.5pp | 5.67%-4.0pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $1,961 | $1,909+2.8% | $3,237-39.4% | $2,203-11.0% |
| Participant deferral / active EE | $8,217 | $4,069+101.9% | $4,991+64.6% | $3,192+157.5% |
| Admin fee / account holder | $11,774 | $3,834+207.1% | $5,637+108.9% | $4,297+174.0% |