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 | $121,334 | $70,428+72.3% | $96,562+25.7% | $85,850+41.3% |
| Participation rate | 70.2% | 61.8%+8.4pp | 69.8%+0.4pp | 69.3%+0.9pp |
| Annual return | 16.74% | 18.59%-1.9pp | 37.78%-21.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,119 | $1,413+50.0% | $2,356-10.1% | $2,565-17.4% |
| Participant deferral / active EE | $6,961 | $2,894+140.5% | $3,849+80.8% | $3,952+76.1% |
| Admin fee / account holder | $10,108 | $4,997+102.3% | $6,181+63.5% | $6,260+61.5% |