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 | $76,156 | $53,822+41.5% | $75,696+0.6% | $85,850-11.3% |
| Participation rate | 82.6% | 69.1%+13.5pp | 74.8%+7.7pp | 69.3%+13.2pp |
| Annual return | 50.56% | 24.54%+26.0pp | 104.53%-54.0pp | 318.53%-268.0pp |
| Employer contribution / active EE | $1,680 | $2,017-16.7% | $2,743-38.7% | $2,565-34.5% |
| Participant deferral / active EE | $5,319 | $2,895+83.7% | $3,821+39.2% | $3,952+34.6% |
| Admin fee / account holder | $1,956 | $3,343-41.5% | $3,619-45.9% | $6,260-68.7% |