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 | $62,337 | $48,230+29.2% | $67,502-7.7% | $80,856-22.9% |
| Participation rate | 74.3% | 66.4%+7.9pp | 72.9%+1.4pp | 67.6%+6.6pp |
| Annual return | 12.34% | 18.28%-5.9pp | 3512.12%-3499.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,121 | $2,020+104.0% | $2,731+50.9% | $2,755+49.6% |
| Participant deferral / active EE | $4,252 | $2,924+45.4% | $4,000+6.3% | $4,296-1.0% |
| Admin fee / account holder | $8,340 | $3,681+126.6% | $3,998+108.6% | $6,918+20.6% |