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 | $103,847 | $89,355+16.2% | $141,162-26.4% | $72,985+42.3% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 19.24% | 111.85%-92.6pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,232 | $3,114-28.3% | $4,735-52.9% | $2,440-8.5% |
| Participant deferral / active EE | $7,778 | $5,418+43.6% | $6,709+15.9% | $3,607+115.6% |
| Admin fee / account holder | $1,323 | $5,958-77.8% | $10,261-87.1% | $5,124-74.2% |