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 | $72,084 | $61,774+16.7% | $97,226-25.9% | $80,856-10.8% |
| Participation rate | 71.7% | 63.5%+8.2pp | 72.7%-0.9pp | 67.6%+4.1pp |
| Annual return | 11.07% | -557.90%+569.0pp | 75.13%-64.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,739 | $1,837-5.3% | $2,729-36.3% | $2,755-36.9% |
| Participant deferral / active EE | $5,086 | $3,029+67.9% | $4,264+19.3% | $4,296+18.4% |
| Admin fee / account holder | $9,005 | $5,166+74.3% | $5,654+59.3% | $6,918+30.2% |