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 | $83,310 | $48,230+72.7% | $67,502+23.4% | $80,856+3.0% |
| Participation rate | 89.6% | 66.4%+23.2pp | 72.9%+16.7pp | 67.6%+21.9pp |
| Annual return | 13.39% | 18.28%-4.9pp | 3512.12%-3498.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,331 | $2,020-34.1% | $2,731-51.3% | $2,755-51.7% |
| Participant deferral / active EE | $5,843 | $2,924+99.8% | $4,000+46.1% | $4,296+36.0% |
| Admin fee / account holder | $14,873 | $3,681+304.0% | $3,998+272.1% | $6,918+115.0% |