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 | $94,781 | $56,053+69.1% | $75,972+24.8% | $80,856+17.2% |
| Participation rate | 80.0% | 62.0%+18.0pp | 69.1%+10.9pp | 67.6%+12.4pp |
| Annual return | 11.58% | 20.53%-8.9pp | 359.55%-348.0pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,619 | $1,874-13.6% | $2,685-39.7% | $2,755-41.2% |
| Participant deferral / active EE | $5,183 | $3,052+69.9% | $4,255+21.8% | $4,296+20.7% |
| Admin fee / account holder | $2,542 | $5,234-51.4% | $6,467-60.7% | $6,918-63.2% |