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 | $71,114 | $89,355-20.4% | $141,162-49.6% | $72,985-2.6% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.5%+7.0pp | 69.5%+20.0pp |
| Annual return | 22.30% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,815 | $3,114-41.7% | $4,735-61.7% | $2,440-25.6% |
| Participant deferral / active EE | $7,943 | $5,418+46.6% | $6,709+18.4% | $3,607+120.2% |
| Admin fee / account holder | $29,242 | $5,958+390.8% | $10,261+185.0% | $5,124+470.7% |