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 | $64,396 | $48,570+32.6% | $130,648-50.7% | $72,985-11.8% |
| Participation rate | 72.5% | 58.6%+13.9pp | 71.7%+0.8pp | 69.5%+3.0pp |
| Annual return | 26.40% | 38.63%-12.2pp | 1708.96%-1682.6pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,484 | $1,334+86.2% | $4,092-39.3% | $2,440+1.8% |
| Participant deferral / active EE | $1,189 | $2,384-50.1% | $3,603-67.0% | $3,607-67.0% |
| Admin fee / account holder | $2,341 | $3,549-34.0% | $5,464-57.2% | $5,124-54.3% |