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 | $51,458 | $89,355-42.4% | $141,162-63.5% | $72,985-29.5% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 26.01% | 111.85%-85.8pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,410 | $3,114-22.6% | $4,735-49.1% | $2,440-1.2% |
| Participant deferral / active EE | $3,989 | $5,418-26.4% | $6,709-40.5% | $3,607+10.6% |
| Admin fee / account holder | $7,728 | $5,958+29.7% | $10,261-24.7% | $5,124+50.8% |