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 | $67,315 | $87,013-22.6% | $106,213-36.6% | $80,856-16.7% |
| Participation rate | 96.2% | 70.4%+25.7pp | 75.3%+20.9pp | 67.6%+28.5pp |
| Annual return | 14.64% | 17.05%-2.4pp | 116.14%-101.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,648 | $2,395+94.1% | $3,171+46.6% | $2,755+68.7% |
| Participant deferral / active EE | $12,702 | $3,986+218.7% | $5,016+153.2% | $4,296+195.7% |
| Admin fee / account holder | $17,412 | $8,431+106.5% | $11,033+57.8% | $6,918+151.7% |