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 | $128,087 | $89,355+43.3% | $141,162-9.3% | $72,985+75.5% |
| Participation rate | 98.4% | 75.1%+23.2pp | 82.5%+15.9pp | 69.5%+28.9pp |
| Annual return | 21.74% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,226 | $3,114-60.6% | $4,735-74.1% | $2,440-49.8% |
| Participant deferral / active EE | $8,619 | $5,418+59.1% | $6,709+28.5% | $3,607+138.9% |
| Admin fee / account holder | $20,294 | $5,958+240.6% | $10,261+97.8% | $5,124+296.0% |