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 | $73,499 | $56,053+31.1% | $75,972-3.3% | $80,856-9.1% |
| Participation rate | 83.8% | 62.0%+21.8pp | 69.1%+14.7pp | 67.6%+16.1pp |
| Annual return | 14.09% | 20.53%-6.4pp | 359.55%-345.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,946 | $1,874+110.6% | $2,685+47.0% | $2,755+43.2% |
| Participant deferral / active EE | $10,054 | $3,052+229.5% | $4,255+136.3% | $4,296+134.1% |
| Admin fee / account holder | $19,993 | $5,234+282.0% | $6,467+209.2% | $6,918+189.0% |