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 | $63,913 | $89,355-28.5% | $141,162-54.7% | $72,985-12.4% |
| Participation rate | 98.8% | 75.1%+23.6pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 21.39% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,052 | $3,114-34.1% | $4,735-56.7% | $2,440-15.9% |
| Participant deferral / active EE | $4,796 | $5,418-11.5% | $6,709-28.5% | $3,607+32.9% |
| Admin fee / account holder | $14,290 | $5,958+139.8% | $10,261+39.3% | $5,124+178.9% |